Wealth Specialist

Mesirow•Highland Park, IL

23h•Onsite

About The Position

Mesirow is an independent, employee-owned financial services firm founded in 1937, headquartered in Chicago with offices around the world. They serve clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. Mesirow prides itself on an intentional culture that fosters strong employee engagement, entrepreneurship, empowerment, volunteerism, and advancement, having been recognized as one of the Best Places to Work in Chicago by Crain’s Chicago Business and one of the Top 100 RIA firms by Barron’s. At Mesirow, they invest in their clients, communities, and culture. The opportunity is for a highly motivated Wealth Specialist to work out of their Highland Park office, providing financial planning and technical support to high net worth clientele.

Requirements

Strong academic background with a bachelor’s degree in Finance or similar major
Demonstrated interest in Wealth Management and financial planning
Desire for business development; has contacts and networking capability
Minimum of two years relevant experience preferred
FINRA Series 7 and 66 (or 63/65) Licensed or able to obtain within six months
CFP® certified or successfully complete CFP® certification within 12 months of start date
Become fully proficient in using Black Diamond performance reporting, Salesforce, Microsoft Office Suite, Wealthscape, eMoney, Morningstar, and additional software tools as needed
Mid/advanced skill level of Microsoft Excel (data entry, formula manipulation, layout/design)
Exceptional organization, research and time management skills, and attention to detail
Strong professional communication skills, both written and verbal
Effective project management skills
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
Ability to work in a team environment

Responsibilities

Develop a thorough understanding of Mesirow’s wealth strategy and the underlying investments used to construct portfolios
Help analyze client financial information to determine strategies for meeting financial objectives
Working 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 teams
Prepare for client meetings and conduct the necessary follow-up to client meetings
Perform securities transactions upon obtaining appropriate licensing
Address client needs through incoming phone calls and emails; determining when it is appropriate to elevate any issue or request to an advisor or team leaders
Maintain and update appropriate due diligence files on securities
Assist the Client Relationship Specialist with administrative tasks in order to learn all aspects of the client experience, beginning with onboarding, paperwork, money movement, account maintenance, etc.
Meet with existing professional network to expand capabilities
Perform other responsibilities and special projects as assigned