What are the responsibilities and job description for the Estate Planning Specialist position at Mesirow?
The Company
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 $8B 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 Estate Planning Specialist to work out of our Highland Park office, to serve as a central resource on estate planning, providing advice and guidance to high-net-worth clientele.
Responsibilities:
- Provide estate planning support to the wealth management advisor teams on structure and strategy
- Serve as a primary estate planning resource to both advisor teams and high net worth clientele
- Research and implement estate planning strategies
- Collaborate with client counsel on estate planning strategies
- Working closely with advisors, prepare for, and attend client meetings
- Develop comprehensive customized estate planning reports and analysis
- Support and educate our wealth management team on any estate planning related topics, including contributing towards client communications
- Perform other responsibilities and special projects as assigned
Requirements:
- Bachelor’s degree required
- Minimum of 5-7 years of experience reviewing, administering, and executing estate planning strategies
- CFP certification and CTFA preferred
- Comprehensive knowledge of tax law and estate planning at the state and federal level
- Exceptional professional communication, organization, and time management skills
- Highly motivated self-starter with a strong work ethic
- Ability to work independently while being team oriented
- Mid/advanced Microsoft (PowerPoint, excel) skill level
EOE
Salary : $8 - $0
