Private Client Investment Consultant

Zacks Investment Management; Chicago (IL); On-site; USD 130,000 - 170,000; Full time

Benefits offered by this job

Relocation assistance

Job summary

Zacks Investment Management is seeking an Investment Consultant to cultivate strong client relationships and provide high-quality financial guidance for private clients. The role collaborates with portfolio management, tax advisors, and external sales teams to enhance investment strategies and client satisfaction.

Responsibilities include proactive client engagement, comprehensive wealth planning, and seamless collaboration with internal teams to deliver tailored advice and solutions.

Qualifications

• Bachelor’s Degree with 2-4 years 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, securities, and insurance industries.
• Excellent communication, presentation, time-management, and organizational skills.
• Proven ability to build and maintain strong client relationships.
• Experience with high net worth and ultra-high net worth clients.
• Public speaking and writing on financial topics.

Responsibilities

• Establish and nurture long-term relationships with clients and understand their financial needs.
• Proactively resolve client issues, ensuring high satisfaction and loyalty.
• Lead in-depth conversations on market conditions, asset allocations, and strategies.
• Provide knowledgeable financial advice to help clients reach goals.
• Stay informed on investments, trends, and regulatory changes.
• Develop and present comprehensive wealth management solutions.
• Work with senior partners to coordinate meetings and client planning.
• Collaborate with portfolio managers, tax advisors, and estate counsel.
• Improve service models and operational procedures for efficiency.
• Provide excellent telephone coverage and manage urgent calls.
• Produce reports to support sales efforts and compliance.

Skills

Client relationship management

Public speaking

Written communication

Time management

Organizational skills

Sales experience

Financial knowledge

Education

Bachelor’s Degree

Tools

Salesforce CRM

Excel

Word

Outlook

PowerPoint

MS 365

Teams

Job description

Zacks Investment Management is seeking an Investment Consultant to cultivate strong client relationships and provide high-quality financial guidance for private clients. The role collaborates with portfolio management, tax advisors, and external sales teams to enhance investment strategies and client satisfaction.

Responsibilities include proactive client engagement, comprehensive wealth planning, and seamless collaboration with internal teams to deliver tailored advice and solutions.