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Mesirow · 1 day ago

Senior Wealth Advisor

Boca Raton, FL

Full-time

Onsite

Mid, Senior Level

3+ years exp

Mesirow is an independent, employee-owned financial services firm founded in 1937, headquartered in Chicago. They are seeking a Senior Wealth Advisor to join their expanding platform, focusing on building client relationships and providing investment and wealth management solutions.

Financial Services

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 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

Qualification

HNW RIA experienceBusiness developmentSeries 65 licenseCFP designationBlack Diamond softwareEMoney softwareCommunication skillsOrganization skillsTime managementTeamwork

Required

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

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