Wealth Specialist

Company: Mesirow Financial
Location: Chicago
Posted on: August 8, 2022

Job Description:

Location field must contain 'city, state' or a zip code to perform a radius search (e.g., Denver, CO or 46122 ). City and state must be separated by a comma followed by a space (e.g., Houston, TX ) Mesirow Financial Wealth Specialist Chicago , Illinois Apply Now Mesirow 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.Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $8.2B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth Management has been Mesirow's flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.The Opportunity:We are seeking a highly motivated Wealth Specialist to work out of our Chicago or Highland Park office, to provide financial planning and technical support to high net worth clientele.Responsibilities:Develop an understanding of Mesirow's wealth strategy and the underlying investments used to construct portfoliosHelp analyze client financial information to determine strategies for meeting financial objectivesWorking 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 teamsPrepare for client meetings and conduct the necessary follow-up to client meetingsPerform securities transactions upon obtaining appropriate licensingAddress client needs through incoming phone calls and emails; determining when it is appropriate to elevate any issue or request to an advisor or team leadersMaintain and update appropriate due diligence files on securitiesAct as the client technology liaison (e.g., assist clients in utilizing their online portal)Assist the Client Relationship Specialist, as needed, to perform administrative tasks and to act as back up to the CRS when necessaryMeet with existing professional network to expand capabilitiesPerform other responsibilities and special projects as assignedRequirements:Strong academic background with a bachelor's degree in Finance or similar majorSeries 7 & Series 66 (or 63/65) Licensed or able to obtain within six monthsCFP - certified or successfully complete CFP - certification within 12 months of start dateBecome fully proficient in using Black Diamond performance reporting, Salesforce, Microsoft Office Suite, Zephyr Analytics, Wealthscape, eMoney, Morningstar, Fi360 and additional software tools as neededMid/advanced skill level of Microsoft Excel (data entry, formula manipulation, layout/design)Exceptional organization, research and time management skills, and attention to detailStrong professional communication skills, both written and verbalHighly 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 businessAbility to work in a team environmentDesire for business development; has contacts and networking capability

Keywords: Mesirow Financial, Chicago , Wealth Specialist, Other , Chicago, Illinois