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© All Rights Reserved. ApplyBlast.com
Mesirow
Mesirow is seeking a Senior Wealth Advisor to join its expanding platform in Boca Raton, focusing on building fee-based discretionary managed portfolios and cultivating client relationships. The role involves business development, financial analysis, investment and planning recommendations, and monitoring market trends to meet high-net-worth clients' objectives.
At Mesirow, we invest in what matters. We offer a personal, more custom approach to reaching financial goals and serving as a force for social good.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Mesirow.
Mesirow didn’t post a salary, so this is our estimate from similar listings.
13% below the average for this role