Wealth Specialist

Profile

u003cpu003eu003cstrongu003eThe Company:u003c/strongu003eu003c/pu003enu003cpu003eMesirow 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 Mesirowu0026rsquo;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 Tribuneu0026rsquo;s Top Places to Work and Crainu0026rsquo;s Best Places to Work in Chicago.u003c/pu003enu003cpu003eOur advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $8.2B in assets under management, we have earned a reputation for effectively managing our clientsu0026rsquo; needs and goals. Wealth Management has been Mesirowu0026rsquo;s flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.u003c/pu003enu003cpu003eu003cstrongu003eThe Opportunity:u003c/strongu003eu003c/pu003enu003cpu003eWe are seeking a highly motivated Wealth Specialist to work out of our Chicago or Highland Park office, to provide financial planning and technical support to high net worth clientele.u003c/pu003enu003cpu003eu003cstrongu003eResponsibilities:u003c/strongu003eu003c/pu003enu003culu003enu003cliu003eDevelop an understanding of Mesirowu0026rsquo;s wealth strategy and the underlying investments used to construct portfoliosu003c/liu003enu003cliu003eHelp analyze client financial information to determine strategies for meeting financial objectivesu003c/liu003enu003cliu003eWorking closely with advisors, implement comprehensive financial planning solutions (including asset management, estate planning and risk management)u003c/liu003enu003cliu003ePrepare cash flow, retirement planning and other financial planning reports that are consistent amongst the Mesirow Wealth Management teamsu003c/liu003enu003cliu003ePrepare for client meetings and conduct the necessary follow-up to client meetingsu003c/liu003enu003cliu003ePerform securities transactions upon obtaining appropriate licensingu003c/liu003enu003cliu003eAddress client needs through incoming phone calls and emails; determining when it is appropriate to elevate any issue or request to an advisor or team leadersu003c/liu003enu003cliu003eMaintain and update appropriate due diligence files on securitiesu003c/liu003enu003cliu003eAct as the client technology liaison (e.g., assist clients in utilizing their online portal)u003c/liu003enu003cliu003eAssist the Client Relationship Specialist, as needed, to perform administrative tasks and to act as back up to the CRS when necessaryu003c/liu003enu003cliu003eMeet with existing professional network to expand capabilitiesu003c/liu003enu003cliu003ePerform other responsibilities and special projects as assignedu003c/liu003enu003c/ulu003enu003cpu003eu0026nbsp;u003cstrongu003eRequirements:u003c/strongu003eu003c/pu003enu003culu003enu003cliu003eStrong academic background with a bacheloru0026rsquo;s degree in Finance or similar majoru003c/liu003enu003cliu003eSeries 7 u0026amp; Series 66 (or 63/65) Licensed or able to obtain within six monthsu003c/liu003enu003cliu003eCFPu0026reg; certified or successfully complete CFPu0026reg; certification within 12 months of start dateu003c/liu003enu003cliu003eBecome fully proficient in using Black Diamond performance reporting, Salesforce, Microsoft Office Suite, Zephyr Analytics, Wealthscape, eMoney, Morningstar, Fi360 and additional software tools as neededu003c/liu003enu003cliu003eMid/advanced skill level of Microsoft Excel (data entry, formula manipulation, layout/design)u003c/liu003enu003cliu003eExceptional organization, research and time management skills, and attention to detailu003c/liu003enu003cliu003eStrong professional communication skills, both written and verbalu003c/liu003enu003cliu003eEffective project management skillsu003c/liu003enu003cliu003eHighly motivated self-starter with a strong work ethic, positive u0026ldquo;can-dou0026rdquo; attitude who is energized by the process of identifying prospective clients and closing new businessu003c/liu003enu003cliu003eAbility to work in a team environmentu003c/liu003enu003cliu003eDesire for business development; has contacts and networking capabilityu003c/liu003enu003c/ulu003enu003cpu003eEOEu003c/pu003e,EqualOpportunityEmployerDescription:null,PayTransparencyPolicyStatement:null,MatchScore:1.0,HasApplied:false,ApplicationJobBoardName:null,ApplicationJobBoardId:null,DateApplied:null,Salaried:true,CompensationAmount:null,PublishingStatus:1,Links:[],BehaviorCriteria:[],MotivationCriteria:[],EducationCriteria:[],LicenseAndCertificationCriteria:[],SkillCriteria:[],WorkExperienceCriteria:[],JobBoardMemberships:[{JobBoardId:69451223-cdce-4faf-9407-23a2cd5ac83b,PublishedInternal:true,PublishedExternal:true,ExternalPostedDate:2022-05-02T16:29:03.258Z,InternalPostedDate:2022-05-02T16:29:03.258Z}],AssessmentUri:null,AssessmentStatus:null,OpportunityIsClosed:false,TravelRequired:null,TravelDescription:null,SupervisorName:null,Assessments:[],ApplicationId:null,CompensationAnnualMinimum:null,CompensationAnnualMaximum:null,CompensationHourlyMinimum:null,CompensationHourlyMaximum:null,CompensationCurrency:null});

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