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. Calamos Wealth Management headquarters are located in Naperville, Illinois with additional offices in New York and Miami. The firm is a wholly owned subsidiary of Calamos Investments LLC. 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.
The Financial Planning Consultant is responsible for creating and communicating financial plans for high net worth relationships for Calamos Wealth Management. The ideal candidate will have a strong ability to interface with sales and client service teams in providing planning services.
Analyze clients’ financial situation (i.e. income, expenses and liabilities).
Examine and suggest financial planning opportunities.
Develop financial plans according to clients’ individual needs and financial situation.
Assist with implementing financial plan.
Prepares presentations and financial plans on behalf of Wealth Advisors.
Performs related duties as assigned.
Bachelor’s degree is required in business or other related discipline.
7+ years of work experience in the Financial Services industry required with focus on financial planning.
CFP strongly encouraged.
Other advanced degrees related to planning, taxation, encouraged.
Must have outstanding written and verbal communication skills.
PC Skills in Microsoft Excel, Word and PowerPoint.
About Calamos Investments
Calamos Investments is a global investment firm that has provided asset management services since 1977. Our clients include major corporations, pension funds, endowments, foundations, family offices and individuals. Throughout our history, we have development a range of innovative investment strategies across asset classes. We offer our strategies through separately managed portfolios, mutual funds, close-end funds and UCITS funds. Over recent years, we have focused on expanding our business globally to better serve the needs of a growing base of investors worldwide. Headquarter in the Chicago metropolitan area, we also have offices in London, New York, Miami and San Francisco.