Wealth Advisor/Senior Wealth Advisor #WEALT01793

Chicago/Highland Park, IL

The Opportunity:
Mesirow Financial 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.

The Advisor will work with a team to develop and maintain strong client relationships, providing
investment and wealth management solutions. The Advisor should be oriented in building their business
with fee-based, discretionary managed portfolios. We are seeking multiple advisors to join our team
covering Chicagoland from our downtown headquarters or suburban offices.

Mesirow Financial 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.

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 goals-based 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

Requirements:
 Minimum of 10 years’ experience working with HNW clientele
 Established community presence in HNW network and pipeline
 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
 Strong desire for business development; has HNW contacts and networking capability
 Managerial acumen and team building experience
 Bachelor's degree in Finance or similar
 Series 7 & Series 66 (or 63/65) licensed
 CFP® designation desirable
 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

Support:
 Access to a Client Service Manager (Sales Assistant)
 Access to a Wealth Specialist (Financial planning associate)
 Firm provides supervision, technology and compliance oversight

Benefits:
 Highly competitive compensation package
  Medical, dental, life, LTD, etc.

How to Apply: Careers at Mesirow Financial