Claire Bennett
Financial Advisor | Wealth Management & Retirement Planning
Meridian Crest Wealth Advisors
Dear Hiring Committee,
I am writing to express my strong interest in the Financial Advisor position at Meridian Crest Wealth Advisors. As a Certified Financial Planner professional based in Chicago, I have focused my practice on disciplined fiduciary guidance, comprehensive retirement roadmaps, and tax-aware portfolio construction. Your firm's dedication to personalized wealth planning and multi-generational stewardship closely aligns with my core values and advisory background.
In my current role at Calumet Private Wealth, I manage ongoing fiduciary advisory relationships for 85 high-net-worth households representing 115 million dollars in total assets under management. My daily focus centers on designing comprehensive financial roadmaps that incorporate retirement readiness, cash flow optimization, tax-location strategies, and multi-generational estate transfers. Furthermore, I conduct quarterly portfolio rebalancing aligned with client risk profiles and liquidity schedules, while onboarding 14 new client households annually through trusted referral networks and educational wealth seminars across the Greater Chicago area.
Prior to this, at Lakeshore Wealth Management, I partnered with two senior advisors to manage wealth planning workflows for 140 client families. In that role, I built and presented over 120 detailed financial plans utilizing eMoney, modeling retirement income scenarios, Social Security timing, and education funding, while coordinating annual tax-loss harvesting programs across taxable brokerage accounts. Additionally, my work structuring a standardized digital onboarding protocol reduced account setup turnaround from twelve business days to four, demonstrating my commitment to operational excellence alongside client care.
Thank you for your time and consideration. I welcome the opportunity to discuss how my wealth planning experience, portfolio review discipline, and commitment to fiduciary client service will contribute to Meridian Crest Wealth Advisors and the families you advise.
Sincerely,
Claire Bennett