Senior Wealth Planner High-Net-Worth Clients

Mesirow is seeking a highly motivated Wealth Specialist to join our Highland Park, IL office, delivering financial planning and technical support to high net worth clients. This role emphasizes building relationships, analyzing client data, and developing comprehensive wealth strategies.

Requirements include a Finance bachelor’s, interest in wealth management, Series 7/66 (or 63/65) and CFP certification within 12 months.

This role, Senior Wealth Planner for High-Net-Worth Clients at Mesirow, could be your next move.

For the Senior Wealth Planner for High-Net-Worth Clients position at Mesirow, we are reviewing applications now.

Step into the Senior Wealth Planner for High-Net-Worth Clients role at Mesirow in WI, United States and grow with us.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.