Senior Wealth Advisor

Responsibilities

• Utilize professional networks to build relationships and enhance personal and firm branding
• Develop a pipeline of qualified leads and work with management to onboard new clients
• Analyze client financial information to determine strategies for meeting financial objectives
• Implement investment and financial planning recommendations within client portfolios
• Monitor financial market trends to ensure the effectiveness of client plans and identify necessary adjustments

Requirements

• 5+ years of experience working in a High-Net-Worth (HNW) RIA environment
• Bachelor's degree in Finance or a related field
• Strong business development skills with local contacts and robust networking capabilities
• Exceptional organization, research, and time management skills
• Strong professional written and verbal communication skills

Preferred Qualifications

• Series 65 license
• CFP® designation
• Familiarity with Black Diamond performance reporting software
• Familiarity with eMoney financial planning software

About the Company

Mesirow is an independent, employee-owned financial services firm founded in 1937. With over $11B in assets under management, Mesirow provides investment and fiduciary services to individuals, families, corporations, and non-profit organizations. We are proud of our intentional culture that fosters entrepreneurship, empowerment, and strong employee engagement.