Wealth Specialist

The Company:

Mesirow 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.

Our 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 clients’ needs and goals. Wealth Management has been Mesirow’s flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.

The Opportunity:

We 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.

Responsibilities:

• Develop an 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
• Act as the client technology liaison (e.g., assist clients in utilizing their online portal)
• Assist the Client Relationship Specialist, as needed, to perform administrative tasks and to act as back up to the CRS when necessary
• Meet with existing professional network to expand capabilities
• Perform other responsibilities and special projects as assigned

 Requirements:

• Strong academic background with a bachelor’s degree in Finance or similar major
• Series 7 & Series 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, Zephyr Analytics, Wealthscape, eMoney, Morningstar, Fi360 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
• Desire for business development; has contacts and networking capability

EOE