Minimum of two years relevant experience preferred
FINRA Series 7 and 66 licensed or able to obtain within six months
CFP certification or commitment to complete within 12 months
Proficient in Black Diamond, Salesforce, Microsoft Office Suite, and other financial software
Mid/advanced Microsoft Excel skills
Strong organizational, research, and time management skills
Responsibilities
Develop understanding of Mesirow's wealth strategy and investment portfolios
Analyze client financial information to create tailored strategies
Implement comprehensive financial planning solutions with advisors
Prepare consistent financial planning reports for client meetings
Conduct follow-up after client meetings and address inquiries
Perform securities transactions upon obtaining necessary licensing
Assist with administrative tasks to enhance client experience
Benefits
Performance-based bonus opportunities
Comprehensive benefits package
Professional development support
Collaborative team environment
Networking opportunities within the professional community
Full Job Description
The Opportunity:
We are seeking a highly motivated Wealth Specialist to work out of our Highland Park office, to provide financial planning and technical support to high net worth clientele.
Responsibilities:
Develop a thorough understanding of Mesirow's wealth strategy and the underlying investments used to construct portfolios
Help analyze client financial information to determine strategies for meeting financial objectives
Working closely with advisors, implement comprehensive financial planning solutions (including asset management, estate planning and risk management)
Prepare cash flow, retirement planning and other financial planning reports that are consistent amongst the Mesirow Wealth Management teams
Prepare for client meetings and conduct the necessary follow-up to client meetings
Perform securities transactions upon obtaining appropriate licensing
Address client needs through incoming phone calls and emails; determining when it is appropriate to elevate any issue or request to an advisor or team leaders
Maintain and update appropriate due diligence files on securities
Assist the Client Relationship Specialist with administrative tasks in order to learn all aspects of the client experience, beginning with onboarding, paperwork, money movement, account maintenance, etc.
Meet with existing professional network to expand capabilities
Perform other responsibilities and special projects as assigned
Requirements:
Strong academic background with a bachelor's degree in Finance or similar major
Demonstrated interest in Wealth Management and financial planning
Desire for business development; has contacts and networking capability
Minimum of two years relevant experience preferred
FINRA Series 7 and 66 (or 63/65) Licensed or able to obtain within six months
CFP4 certified or successfully complete CFP4 certification within 12 months of start date
Become fully proficient in using Black Diamond performance reporting, Salesforce, Microsoft Office Suite, Wealthscape, eMoney, Morningstar, and additional software tools as needed
Mid/advanced skill level of Microsoft Excel (data entry, formula manipulation, layout/design)
Exceptional organization, research and time management skills, and attention to detail
Strong professional communication skills, both written and verbal
Effective project management skills
Highly motivated self-starter with a strong work ethic, positive "can-do" attitude who is energized by the process of identifying prospective clients and closing new business
Ability to work in a team environment
In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $95,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a performance based bonus and the Mesirow benefit program.
