What are the responsibilities and job description for the Wealth Advisor position at Mesirow?
The Opportunity
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow was recently named 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, we invest in what matters: our clients, our communities, and our culture.
Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $11B 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 who have an average tenure at the firm of over 20 years.
Following the recent acquisition of the Price Wealth Management Group, an established RIA based in Stuart, Florida, we are now recruiting for a Wealth Advisor to join our expanding platform. The ideal candidate will be equally adept at working independently or with a team to develop and maintain strong client relationships, providing investment and wealth management solutions. This individual will be oriented to building a practice upon fee-based, discretionary managed portfolios. To learn more about our strategic growth plans for the Southeast region and the recent acquisition, please Click here
Primary Duties:
- 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 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.
Minimum Qualifications:
- 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.
- 3 years experience working in HNW RIA environment.
- Strong desire for business development; has local contacts and robust networking capability.
- Bachelor's degree in Finance or similar.
- Series 65 license highly preferred.
- CFP® designation highly preferred.
- Familiarity with Black Diamond performance reporting and eMoney financial planning software.
- 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.
- Ability to work in a team environment.
EOE
