Zacks Investment Management · 1 day ago
Investment Consultant
Chicago, IL
Full-time
Onsite
Entry, Mid Level
$130K/yr - $170K/yr
2+ years expZacks Investment Management is a company that specializes in providing financial advice and support to high-net-worth clients. The Investment Consultant role focuses on building strong client relationships and delivering strategic financial guidance while collaborating with internal teams to enhance investment strategies.
Asset ManagementFinancial ServicesInformation TechnologyRetirement
No H1B
U.S. Citizen OnlyHiring Manager
Marisa Stewart
Responsibilities
Establish and nurture long-term relationships with clients, understanding their unique financial needs and objectives
Proactively resolve client issues and concerns, ensuring a high level of client satisfaction and loyalty
Conduct regular, in-depth conversations with clients regarding market conditions, asset allocations, and investment strategies
Provide clients with knowledgeable and prudent financial advice to help them achieve their financial goals
Stay informed about investment products, market trends, and regulatory changes to offer the most current and effective advice
Develop and present comprehensive wealth management solutions for clients
Work closely with senior partners and other departments to gather information, coordinate meetings, and deliver comprehensive financial planning services
Collaborate with portfolio managers, tax advisors, estate counsel, and other professionals to implement client strategies effectively
Participate in ongoing learning and development to continuously enhance client support capabilities
Independently improve and streamline service models and operational procedures to enhance efficiency
Provide excellent telephone coverage, managing priorities and handling urgent calls with professionalism and good judgment
Comply with all industry rules, regulations, and firm policies
Perform administrative duties such as handling telephones, processing forms, and completing travel and expense reports as needed
Produce reports to support sales efforts and maintain regulatory compliance
Qualification
Required
Bachelor's Degree with 2-4 years of experience in financial services, sales, and support
Must hold Series 65 license
Proficient in Salesforce CRM, MS Excel, Word, Outlook, PowerPoint, M365, and Teams
Strong knowledge of investment concepts, practices, and procedures in the securities and insurance industries
Excellent communication, presentation, time-management, and organizational skills
Proven ability to build and maintain strong client relationships
Charismatic, driven, and financially savvy individual with a passion for client service
Ability to provide high-touch, comprehensive wealth management services
Successful completion of a background check and pre-employment assessments is required
Applicants must be legally authorized to work in the United States without requiring sponsorship for employment visa status now or in the future
Preferred
Experience with related technology software and planning tools is a plus
Experience working with high net worth and ultra-high net worth clients
Experience in public speaking and writing on financial topics
Benefits
Bonus structure
Relocation assistance will be provided if necessary
Company
Zacks Investment Management
Zacks Investment Management is an Illinois-based wealth management solutions provider.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
DON RALPH
Chief Financial Officer
Frank C. Lanza
Chief Compliance Officer
Recent News
Mac Daily News
2025-11-12
2025-10-17
Company data provided by crunchbase