The Role
Creates and communicates complex financial, wealth, retirement, tax, estate, insurance, education, charitable giving, and wealth transfer plans for high-net-worth clients. Analyzes client finances, prepares presentations, supports plan implementation, collaborates with advisors and external professionals, contributes to sales and client meetings, and mentors other planners. Requires strong communication, emotional intelligence, sales ability, financial planning expertise, and advanced planning knowledge.
Summary Generated by Built In
About CalamosCalamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed-end funds, private funds, and UCITS funds. Clients include major corporations, pension funds, endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area (with offices in both Naperville and Fulton Market in Chicago), the firm also maintains offices in New York, San Francisco, Milwaukee, Portland, and the Miami area.Summary of the RoleThe Senior Wealth Planning Specialist is responsible for creating and communicating complex financial and estate plans for high net worth relationships of Calamos Wealth Management. The Senior Wealth Planning Specialist is expected to deliver consistently strong performance and may mentor other Wealth Planning Specialists.The ideal candidate will bring high emotional intelligence and strong sales skills, and will have a strong ability to interface with sales and client service teams in providing planning 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. 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.Primary Responsibilities
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.
- Analyze clients’ complete financial situation (e.g., income, expenses, assets, liabilities, goals and risk tolerance) for high net worth individuals and families.
- Identify, evaluate and recommend financial and wealth planning opportunities across areas such as retirement, investments, tax planning, insurance, education, charitable giving and wealth transfer.
- Develop and deliver comprehensive financial plans, including advanced level wealth planning and estate planning, tailored to each client’s individual needs and financial situation.
- Partner with Wealth Advisors and with sales and client service teams in prospect and client meetings, applying emotional intelligence and sales skills to build trust, communicate recommendations and help win and deepen client relationships.
- Prepare presentations and financial plans on behalf of Wealth Advisors.
- Assist with implementing financial plans, coordinating with internal teams and clients’ outside professionals (e.g., attorneys, accountants and insurance professionals) as needed.
- Consistently deliver accurate, high-quality planning work that meets firm standards and client expectations.
- May mentor and provide guidance to other Wealth Planning Specialists and planning team members.
- Performs related duties as assigned.
- Bachelor’s degree in business, finance or other related discipline is required.
- 10–15 years of work experience, including 7 years working with high net worth clients, in the Financial Services industry with a focus on financial planning, including experience with complex financial plans and estate planning is required.
- Two professional designations (e.g., CFP®, ChFC, CPWA), or one designation and an advanced degree related to planning, taxation or law is required.
- Series 65 license is required, CFP®, ChFC and/or CPWA designations strongly preferred.
- Prior experience mentoring or coaching other planners.
- A track record of consistently strong performance.
- High emotional intelligence and demonstrated sales skills.
- Outstanding written and verbal communication skills.
- Experience with financial planning software programs (eMoney, MoneyGuide Pro, etc.).
- PC skills in Microsoft Excel, Word and PowerPoint, and AI skills (e.g., working proficiency with AI tools to support research, analysis and client deliverables).
- Advanced degree related to planning, taxation or law (e.g., MS in financial planning, MST, JD).
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.
Skills Required
- Bachelor's degree in business, finance, or a related discipline
- 10–15 years of work experience in the financial services industry
- At least 7 years working with high-net-worth clients
- Experience in financial planning, including complex financial plans and estate planning
- Two professional designations such as CFP, ChFC, or CPWA, or one designation plus an advanced degree related to planning, taxation, or law
- Series 65 license
- Prior experience mentoring or coaching other planners
- Track record of consistently strong performance
- High emotional intelligence and demonstrated sales skills
- Outstanding written and verbal communication skills
- Experience with financial planning software such as eMoney or MoneyGuide Pro
- Working proficiency with Microsoft Excel, Word, PowerPoint, and AI tools
- CFP, ChFC, and/or CPWA designations
- Advanced degree related to planning, taxation, or law, such as an MS in financial planning, MST, or JD
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The Company
What We Do
Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed-end funds, private funds, and UCITS funds. Clients include major corporations, pension funds, endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area (with offices in both Naperville and Fulton Market in Chicago), the firm also maintains offices in New York, San Francisco, Milwaukee, Portland, and the Miami area.
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