Mesirow
Mesirow is seeking a Wealth Specialist to provide financial planning and technical support to high net worth clients from its Highland Park office. The role involves collaborating with advisors to implement comprehensive financial solutions, preparing detailed financial reports, and managing client communications and administrative tasks. This position requires a strong background in finance, relevant licensing, and proficiency in various financial software tools.
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.