, we are now recruiting for a Wealth Advisor to join our expanding platform. The ideal candidate will be equally adept at working... relationships, enhance Mesirow Wealth Advisor and personal brand, and build a pipeline of qualified leads Work with management...
contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader... Wealth and Asset Management. Actively engages in thought leadership publications, educational opportunities, and practice...
to support the Investment Advisors. Demonstrates mastery knowledge of the Goals Driven Wealth Management (GDWM) tool and can run... investment account. Contacts Investment Advisor if cash needs to be raised. 10. Processes fund trades via CIT...