Wealth Advisor

Calamos Investments•Coral Gables, FL

35d

About The Position

Serve as primary point of contact for assigned clients, building long-term, trusting relationships through superior communication and proactive engagement Evaluate, discuss, and document each client's investment objectives, goals, risk tolerance, and life circumstances Deliver continuous value through regular interactions that promote trust, satisfaction, and client retention Proactively communicate Calamos' market outlook and investment strategy expectations Prepare and present investment recommendations via phone and in-person meetings Articulate the firm's investment philosophy and process clearly to both prospects and existing clients Develop and monitor customized asset allocation strategies and investment policies aligned with client objectives Collaborating with Portfolio Management and Advanced Planning teams to deliver integrated solutions Counsel sophisticated investors across all areas of high-net-worth wealth management services Contribute to Wealth Management AUM growth through client retention and asset accumulation from existing relationships Cultivate referral opportunities by serving as a resource to clients' attorneys, CPAs, and other advisors Develop innovative approaches for proactive business development in the high-net-worth segment Attend seminars, client functions, industry groups, and non-profit events to expand networking opportunities and increase firm visibility Maintain accurate activity tracking and opportunity documentation in the CRM system Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Requirements

Bachelor's degree in business or related discipline (MBA preferred)
Series 65 license required; CFP or related certification preferred
5+ years investment industry experience focused on high-net-worth clients
Comprehensive knowledge of investment products, strategies, and wealth management services
Proficiency with Microsoft Excel, Word, PowerPoint, CRM systems, and portfolio management platforms
Outstanding written and verbal communication skills with exceptional presentation abilities
Superior client service aptitude and commitment to excellence
Strong interpersonal skills with ability to build rapport with sophisticated investors
Team-oriented approach with ability to learn quickly and adapt
Some travel required

Nice To Haves

MBA preferred
CFP or related certification preferred

Responsibilities

Serve as primary point of contact for assigned clients
Evaluate, discuss, and document each client's investment objectives, goals, risk tolerance, and life circumstances
Deliver continuous value through regular interactions that promote trust, satisfaction, and client retention
Proactively communicate Calamos' market outlook and investment strategy expectations
Prepare and present investment recommendations via phone and in-person meetings
Articulate the firm's investment philosophy and process clearly to both prospects and existing clients
Develop and monitor customized asset allocation strategies and investment policies aligned with client objectives
Collaborating with Portfolio Management and Advanced Planning teams to deliver integrated solutions
Counsel sophisticated investors across all areas of high-net-worth wealth management services
Contribute to Wealth Management AUM growth through client retention and asset accumulation from existing relationships
Cultivate referral opportunities by serving as a resource to clients' attorneys, CPAs, and other advisors
Develop innovative approaches for proactive business development in the high-net-worth segment
Attend seminars, client functions, industry groups, and non-profit events to expand networking opportunities and increase firm visibility
Maintain accurate activity tracking and opportunity documentation in the CRM system