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calamoswealthmanagement.com
The Senior Wealth Planning Specialist creates and communicates complex financial and estate plans for high net worth relationships at Calamos Wealth Management. This role involves analyzing clients' financial situations, developing tailored wealth planning strategies, and partnering with advisors to build and deepen client relationships. The position requires strong emotional intelligence, sales skills, and the ability to mentor other planning specialists.
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 calamoswealthmanagement.com.
49% above the average for this role