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Mesirow Jobs in Florida (NOW HIRING)

Mesirow

Senior Wealth Advisor

Boca Raton, FL · On-site

The Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom ...

Mesirow Financial

Senior Wealth Advisor

Boca Raton, FL · On-site

The Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom ...

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Mesirow information

What is Mesirow?

Mesirow is a privately held financial services firm headquartered in Chicago, Illinois. The company offers a range of services including investment management, capital markets, investment banking, and insurance services to individuals, institutions, and corporations. Founded in 1937, Mesirow is known for its client-focused approach and independent advice. With a strong reputation in the industry, the firm serves clients both in the United States and internationally.

What are some common career advancement opportunities for professionals at Mesirow?

At Mesirow, professionals often have access to career advancement opportunities through a combination of mentorship programs, internal mobility, and continued professional education. Employees are encouraged to pursue certifications relevant to their field, such as CFA or CPA, and may participate in leadership development initiatives. Advancement is typically merit-based and can include promotions within teams, transfers to different business units like investment management or consulting, or taking on specialized roles that align with evolving market needs. The company fosters a collaborative environment where cross-departmental projects can also broaden exposure and skillsets.

What is the difference between Mesirow vs Financial Analyst?

AspectMesirowFinancial Analyst
CredentialsBachelor's degree, relevant certifications (CFA, CPA)Bachelor's degree, often pursuing CFA or CPA
Work EnvironmentFinancial services firm, investment and advisory rolesCorporate finance, investment banking, or asset management
Industry UsageUsed across banking, investment, and consulting sectorsPrimarily in finance, banking, and investment firms

Both Mesirow and Financial Analyst roles require similar educational backgrounds and certifications. Mesirow typically refers to a financial services firm offering diverse financial solutions, while a Financial Analyst is a role within various organizations analyzing financial data. The roles overlap in industry and credentials, but Mesirow is a company name, whereas Financial Analyst describes a job position.

What are the key skills and qualifications needed to thrive as a financial analyst at Mesirow?

To thrive as a financial analyst at Mesirow, you need strong analytical skills, a background in finance or economics, and a relevant degree such as a Bachelor’s in Finance or Accounting. Proficiency with financial modeling tools, Excel, Bloomberg Terminal, and possibly certifications like CFA are typically required. Excellent communication, attention to detail, and problem-solving abilities help professionals stand out in this client-focused environment. These skills are essential for delivering accurate financial insights, supporting investment decisions, and maintaining client trust in a competitive financial services firm.
What are popular job titles related to Mesirow jobs in Florida? For Mesirow jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Mesirow jobs in Florida look for? The top searched job categories for Mesirow jobs in Florida are:
Mesirow jobs near you
Infographic showing various Mesirow job openings in Florida as of August 2026, with employment types broken down into 100% Full Time. Highlights an 93% Physical, and 7% Hybrid job distribution.

Senior Wealth Advisor

Mesirow

Boca Raton, FL • On-site

Full-time

Re-posted 6 days ago

Job description

The Opportunity
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. We are proud of our employee-owned culture, built on collaboration and shared success, empowering our professionals to develop meaningful relationships, pursue growth opportunities and make a lasting impact for our clients and communities. Mesirow has been named one of the Best Places to Work in Chicago by Crain's Chicago Business multiple times and is one of Barron's Top 100 RIA firms.
Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $13.1B in assets under management as of March 31, 2026, we have earned a reputation for effectively managing our clients' needs and goals. Wealth management has been Mesirow's flagship business for nearly 90 years, built around our trusted advisors who have an average tenure at the firm of 19 years.
We are recruiting for a Senior Wealth Advisor to join our expanding platform. The ideal candidate will be equally adept at working independently or with a team to develop and maintain strong client relationships, providing investment and wealth management solutions. This individual will be oriented to building a practice upon fee-based, discretionary managed portfolios. To learn more about our strategic growth plans for the Southeast region and the recent acquisition, please Click here
Primary Duties:
  • Utilize network to build relationships, enhance Mesirow Wealth Advisor and personal brand, and build a pipeline of qualified leads
  • Work with management and/or team to progress leads through pipeline with the goal to onboard them as new clients.
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Implement investment recommendations appropriate for clients.
  • Implement financial planning recommendations with client portfolios.
  • Monitor financial market trends to ensure plans are effective and identify any necessary changes.

Minimum Qualifications:
  • Highly motivated self-starter with a strong work ethic, positive "can-do" attitude who is energized by the process of identifying prospective clients and closing new business.
  • 5+ years experience working in HNW RIA environment.
  • Strong desire for business development; has local contacts and robust networking capability.
  • Bachelor's degree in Finance or similar.
  • Series 65 license highly preferred.
  • CFP® designation highly preferred.
  • Familiarity with Black Diamond performance reporting and eMoney financial planning software.
  • Exceptional organization, research and time management skills; attention to detail.
  • Strong professional communication skills, both written and verbal.
  • Effective and timely management of project multitasking.
  • Ability to work in a team environment.

EOE
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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