Wealth Specialist

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

Mesirow