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Zacks Investment Management · 13 hours ago

Wealth Management Associate

Greater Chicago Area

Full-time

Onsite

New Grad, Entry Level

$55K/yr - $65K/yr

Zacks Investment Management is a premium wealth management boutique seeking a Wealth Management Associate to support their advisory team. The role involves contacting prospects, coordinating meetings, and assisting in the sales process to achieve business goals.

Asset ManagementFinancial ServicesInformation TechnologyRetirement

Growth Opportunities

Hiring Manager

Marisa Stewart

Responsibilities

Connecting with and coordinating sales opportunities for our Regional Vice Presidents

Assist in the sales process alongside our sales team

Coordinate upcoming meetings and details with clients and Regional Vice Presidents

Systematically track potential relationships and sales progress of our Regional Vice Presidents

Develop and maintain a knowledge base of our evolving products and services

Prepare marketing materials to show the value the firm brings to prospective clients

Must be able to deliver a clear and consistent message in communications with your prospects

Supporting the executive team, sales, and staff with various tasks

All necessary training will be provided

Qualification

Sales experienceClient service skillsCommunication skillsTechnical skills (MS Word & Excel)Team collaborationPositive demeanorRapport buildingSeries 65 licenseGoal orientedFlexibilityFast-paced environment