Director & Sr. Wealth Advisor

 

Summary:

We are seeking an innovative, senior level, results driven advisor to join our diverse and highly collaborative team. Calamos Wealth Management distinguishes itself from other firms by the unique, entrepreneurial minded culture it has established and cultivated over the past 40 years. Our team is committed to strategic growth through intentional, continuous business development. This individual will have the collective support of dedicated marketing, operations and investment professionals to provide comprehensive and consultative financial management for high net worth clients. The successful advisor must be a proactive, goal-oriented influencer and will work independently within the Chicago region in order to achieve individual and team goals.


Primary Responsibilities:

  • Develops and executes a business plan in order to generate business and grow AUM within Calamos Wealth Management.
  • Covers a regional territory and is responsible for prospecting and generating business within high net worth (HNW) investors, ultra high net worth (UHNW) investors, endowments, foundations and other organizations.
  • Strives to meet or achieve all sales objectives for the assigned region while dynamically contributing to the team goal.
  • Actively cultivates and maintains relationships with sources of new business, including: established referral platforms, CPA’s, attorneys, investment bankers and other centers of influence.
  • Delivers presentations and portfolio recommendations to HNW prospects and intermediaries using a highly-professional consultative approach.
  • Provides superior communication and service to clients, ensuring a continual interaction that promotes trust and client retention.
  • Partners with internal resources in order to effectively service our clients.
  • Coordinates seminars and speaking engagements to promote firm capabilities.
  • Actively participates in industry groups and non-profit events to expand networking opportunities and increase firm visibility.
  • Performs related duties as assigned.

Minimum Qualifications:

  • Bachelor’s degree required in Finance, Business, Economics or Marketing. MBA preferred.
  • CFP®, CFA or CIMA® certification preferred.
  • 20+ years of investment management experience, with proven wealth management sales experience.
  • FINRA Series 7, 65, and 63 required.
  • Self-motivated and self-disciplined with the ability to excel working from a satellite location.
  • Willingness to travel within the assigned region on a consistent basis.
  • Comprehensive industry and product knowledge with excellent presentation and communication skills.
  • Ability to counsel/advise sophisticated investors in all areas of high net worth services.

Calamos Wealth Management LLC provides comprehensive investment and wealth advisory services to individuals, families and small- to mid-size institutions as well as foundations and charitable endowments. Calamos Wealth Management headquarters are located in Naperville, Illinois with additional offices in New York and Miami. The firm is a wholly owned subsidiary of Calamos Investments LLC. It is a growing organization currently seeking highly motivated individuals to be part of a dynamic and collaborative team of professionals dedicated to supporting the goals of its growing clientele. 

 


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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Calamos Wealth Management, LLC), or any non-investment related content, made reference to directly or indirectly will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information provided here serves as the receipt of, or as a substitute for, personalized investment advice from Calamos Wealth Management, LLC. To the extent that a client or prospective client has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Calamos Wealth Management, LLC is neither a law firm nor a certified public accounting firm and no portion of the website content should be construed as legal or accounting advice. If you are a Calamos Wealth Management, LLC client, please remember to contact Calamos Wealth Management, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Calamos Wealth Management, LLC’s current written disclosure statement discussing our advisory services and fees is available upon request.