Wealth Advisor

Calamos Asset Management, Inc.•Coral Gables, FL

33d•$115,000 - $140,000

About The Position

The Wealth Advisor serves as the primary relationship manager for Calamos Wealth Management (CWM) clients, delivering comprehensive wealth management services and coordinating across our Portfolio Management and Advanced Wealth Planning & Strategies teams. This role focuses on deepening existing client relationships, identifying growth opportunities, and delivering the full suite of investment and planning services that distinguish CWM in the high-net-worth marketplace.

Requirements

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
Series 65 license required

Nice To Haves

Bachelor's degree in business or related discipline (MBA preferred)
CFP or related certification preferred

Responsibilities

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

Benefits

Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits.

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