Wealth Advisor/Senior Wealth Advisor

Mesirow Financial Holdings, Inc. Chicago , IL 60602

Posted 3 months ago

The Opportunity:

In support of a growing client base, our Mesirow Wealth Advisors business is seeking Senior Wealth Advisors to lead professional wealth management teams. Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $6.1B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth management has been Mesirow Financials' flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.

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.

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.

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.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Wealth Management Advisor

US Bank

Posted 2 days ago

VIEW JOBS 11/13/2019 12:00:00 AM 2020-02-11T00:00 The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. Basic Qualifications * Bachelor's degree, or equivalent work experience * Three to five years of experience in a financial sales position, preferably working with the affluent client segment * FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience * Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding * Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services * Extensive knowledge of private banking products and services, including credit processes and policies * Ability to effectively present investment strategies to clients and maintains a holistic approach to planning * Strong relationship management, sales and new business development skills * Well-developed analytical and problem-solving skills * Excellent interpersonal, verbal and written communication skills * Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes US Bank Chicago IL

Wealth Advisor/Senior Wealth Advisor

Mesirow Financial Holdings, Inc.