VP, Wealth Advisor

Calamos Wealth Management offers investment advisory and comprehensive wealth planning services to high-net-worth individuals, families and institutions. Calamos Wealth Management is a growing organization, seeking highly motivated individuals to be part of a dynamic team of professionals dedicated to building plans and strategies to address the needs and support the goals of its clients. The synergy and collective wisdom of the team assists clients in navigating areas such as estate planning, business transfer, inheritance and other matters affecting their wealth.

Calamos Wealth Management is part of a larger organization, Calamos Investments, a diversified global investment firm offering innovative investment strategies. Calamos Wealth Management creates unique investment and wealth planning outcomes tailored to the individual needs and goals of clients using resources and efficiencies of the global asset manager combined with the personalized attention of experienced wealth advisors and a dedicated investment team.


Summary:

The VP, is a senior level sales professional. The primary function is to identify, contact, qualify and close high-net-worth investment management relationships for Calamos Wealth Management. In addition to generating new client relationships, the Wealth Advisor will also be responsible for building and maintaining existing client relationships.


Primary Responsibilities:

  • Develops and executes a strategic business plan in order to increase revenue through client acquisition (high-net-worth individuals, endowments, foundations, etc.) and broaden existing client relationships.
  • Develops flow of referrals from clients, personal networks and centers of influence, such as CPAs and attorneys.
  • Provides superior communication to clients, ensuring a continual interaction that promotes trust and client retention.
  • Cultivates, manages and builds long-term, trusting and professional relationships with Wealth Management clients, serving as their primary point of contact.
  • Delivers presentations and portfolio recommendations to prospects using a highly professional consultative approach.
  • Skillfully communicates the firm’s goals-based approach to managing investments and comprehensive wealth planning.
  • Collaborates with internal resources to effectively service clients.
  • Participates in seminars and speaking engagements to promote firm capabilities, as well as in industry groups and non-profit events to expand networking opportunities and increase firm visibility.
  • Supports client service team by participating in client review meetings as needed.
  • 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.
  • 10+ years of investment management experience, with proven direct high-net-worth sales experience.
  • FINRA Series 7, 65, and 63 securities licenses required.
  • Intermediate to advanced proficiency in the Greek language preferred.
  • Comprehensive industry and product knowledge with excellent presentation and communication skills.
  • Ability to counsel and advise sophisticated investors in all areas of high-net-worth services.
  • Some travel may be required.

Apply for this position

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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.