Senior Wealth Advisor

Mesirow is recruiting for a Senior Wealth Advisor to join our expanding platform in Stuart, FL, or Boca Raton, FL. As a Senior Wealth Advisor, you will work independently or with a team to develop and maintain strong client relationships, providing investment and wealth management solutions.

Requirements

• Build relationships and enhance Mesirow Wealth Advisor and personal brand
• Work with management and/or team to progress leads through pipeline
• Analyze financial information and implement investment recommendations
• Implement financial planning recommendations with client portfolios
• Monitor financial market trends to ensure plans are effective

Benefits

• Opportunity to work with a reputable and employee-owned financial services firm
• Strong employee engagement, entrepreneurship, and empowerment
• Ongoing opportunities for volunteerism and advancement