High-Net-Worth Planning CFP — Client-Focused Expert

Zacks Investment Management

Chicago (IL)

On-site

USD 130,000 - 150,000

Full time

14 days+

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Job summary

Zacks Investment Management in Chicago seeks a Client Service CFP® to develop, deliver, and maintain comprehensive financial plans for an established base of high-net-worth clients. You will translate portfolio strategy into retirement income, tax, estate, and legacy decisions, collaborating with internal teams and external professionals to optimize client outcomes.

The role emphasizes planning expertise over sales, requiring strong client relationships, ongoing learning, and adherence to

Qualifications

Bachelor's Degree required with 1–5 years in financial planning or advisory roles.
CFP certification required; exam scheduled or credentialed.
Must hold Series 65 license.
Experience building and presenting comprehensive financial plans.
Strong understanding of tax, retirement, estate planning concepts.
Proficiency with planning software and CRM tools; strong communication skills.

Responsibilities

Build comprehensive financial plans for high-net-worth clients covering retirement income, cash flow, tax, and legacy planning.
Conduct discovery conversations to surface the full financial picture of clients.
Model retirement income and tax-aware withdrawal sequencing.
Present plans to clients and revisit them as circumstances change.
Coordinate with portfolio managers, tax advisors, and outside professionals to implement recommendations.