FPA Job Board

Summary:

The Wealth Advisor serves as the primary point of contact for Calamos Wealth Management clients.   This position acts as a liaison between each client and the Portfolio Management team.  The Wealth Advisor coordinates the delivery of all Wealth Management services and strives to build long-term, trusting and professional relationships with clients and their advisors.  This position handles a larger portfolio of client relationships (e.g. 200-250) to drive wallet share expansion and retention of the firm’s affluent client segment.

Primary Responsibilities:

•  Provides superior communication and service 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.
• Contributes positively to the Wealth Management assets under management through client retention and accumulation of additional assets from existing clients.
• Evaluates, discusses and documents each client’s investment objectives, goals, expectations and risk tolerance.
• Develops and monitors asset allocation, financial strategies and investment policies that meet client objectives.
• Proactively communicates Calamos’ market outlook and expectations for our strategies.
• Assists with preparing and presenting investment recommendations via phone or in person working independently or in conjunction with Business Development professionals.
• Skillfully communicates the firm’s investment philosophy and process to potential investors and existing clients.
• Reports activities, opportunities and accomplishments on a regular basis within the CRM system. 
• Receives mentoring and guidance from more senior RM’s and management within the department.
• Provides assistance to more senior Relationship Managers as needed.
• Perform related duties as assigned.

Preferred Qualifications:

• Bachelor’s degree is required in business or other related discipline. 
• Securities Industry Essentials (SIE) exam, FINRA Series 7 and 65 licenses required. 
• Work towards or interest in pursuing Accredited Wealth Management Advisor (AWMA®), Certified Wealth Strategist (CWS®) or Certified Financial Planner (CFP®) strongly preferred.
• 5+ years investment industry experience with a focus in the high-net-worth marketplace.
• Must have good written and verbal communication skills and an excellent client service aptitude and attitude. 
• Must have excellent presentation and interpersonal skills.
• Must have a good understanding of the industry and Calamos products.
• Must be able to work well in a team environment with the ability to learn new tasks quickly.
• PC Skills in Microsoft Excel, Word, PowerPoint and CRM and client account database applications.