Professional Documents
Culture Documents
Wealth Advisor/Senior Wealth Advisor #WEALT01793 Chicago/Highland Park, IL The Opportunity
Wealth Advisor/Senior Wealth Advisor #WEALT01793 Chicago/Highland Park, IL The Opportunity
Wealth Advisor/Senior Wealth Advisor #WEALT01793 Chicago/Highland Park, IL The Opportunity
Chicago/Highland Park, IL
The Opportunity:
Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in
investment, risk management and advisory services, we are committed to helping our institutional,
corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering
team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and
opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago
Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.
The Advisor will work with a team to develop and maintain strong client relationships, providing
investment and wealth management solutions. The Advisor should be oriented in building their business
with fee-based, discretionary managed portfolios. We are seeking multiple advisors to join our team
covering Chicagoland from our downtown headquarters or suburban offices.
Responsibilities:
Utilize network to build relationships, enhance Mesirow Wealth Advisor and personal brand, and
build a pipeline of qualified leads
Work with management and/or team to progress leads through pipeline with the goal to onboard
them as new clients
Analyze financial information obtained from clients to determine goals-based strategies for
meeting clients’ financial objectives
Implement investment recommendations appropriate for clients
Implement financial planning recommendations with client portfolios
Monitor financial market trends to ensure plans are effective and identify any necessary changes
Requirements:
Minimum of 10 years’ experience working with HNW clientele
Established community presence in HNW network and pipeline
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
Strong desire for business development; has HNW contacts and networking capability
Managerial acumen and team building experience
Bachelor's degree in Finance or similar
Series 7 & Series 66 (or 63/65) licensed
CFP® designation desirable
Exceptional organization, research and time management skills; attention to detail.
Strong professional communication skills, both written and verbal
Effective and timely management of project multitasking
Support:
Access to a Client Service Manager (Sales Assistant)
Access to a Wealth Specialist (Financial planning associate)
Firm provides supervision, technology and compliance oversight
Benefits:
Highly competitive compensation package
Medical, dental, life, LTD, etc.