Wealth Planning Consultant

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.

 


Summary:

The Wealth Planning Consultant is responsible for creating and communicating financial plans and wealth planning projections for high net worth relationships for Calamos Wealth Management.    The ideal candidate will have a strong ability to interface with sales and client service teams in providing planning services.


Primary Responsibilities:

  • Analyze client's financial situation (i.e. income, expenses and liabilities).
  • Examine and suggest financial planning opportunities.
  • Develop financial plans according to clients' individual needs and financial situation.
  • Assist with implementing financial plan.
  • Prepares presentations and financial plans on behalf of Wealth Advisors.
  • Performs related duties as assigned. 

Minimum Qualifications:

  • Bachelor’s degree required in business or other related discipline.
  • 7+ years of work experience in the Financial Services industry required with focus on financial planning.
  • CFP® strongly encouraged.
  • Other advance degrees related to planning, taxation encouraged.
  • Series 65, 63 or 66 required.
  • Experience with financial planning software programs (eMoney, Money Guide Pro, etc.)
  • Must have outstanding written and communication skills.
  • PC skills in Microsoft Excel, Word and Powerpoint 

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.