Wealth Management Associate

Zacks Investment Management; Chicago (IL); On-site; USD 55,000 - 60,000; Full time

Job summary

Zacks Investment Management invites you to join as a Wealth Management Associate in Chicago. You will collaborate with Regional Vice Presidents, coordinating meetings and opportunities with clients, and supporting the sales process.

You will learn our policies, digital tools, and investment processes while meeting daily, monthly, and quarterly goals. As a wealth management sales support role, you will help build relationships, track progress, and contribute to firm initiatives.

Qualifications

• Bachelor’s degree from a 4-year college required.
• Strong communication and client service skills.
• Series 65 license required after 6 months.

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.

Skills

Communication skills

Outbound sales experience

Team player

Relationship building

Education

Bachelor’s degree

Tools

MS Word

MS Excel

Job description

Get your financial career off the ground with an exclusive, highly-rewarding position at one of the industry’s premium wealth management boutiques! As a Wealth Management Associate, you will be responsible for contacting interested prospects and coordinating meetings for our advisory team.

In partnership with our team of Regional Vice Presidents (RVPs), you will be responsible for identifying and acquiring new business prospects within your assigned territories to meet daily, monthly, and quarterly sales goals. In this position you will be responsible for understanding firm policies, procedures and digital capabilities that will allow you to interact with our RVPs as well as new and existing clients. You will also learn how to interact with clients and prospects, understand our process in building successful investment strategies, and have the ability to gain valuable experience in adhering to deadlines and surpassing metrics as you build a successful career at our Zacks.

The Wealth Management Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Regional Vice Presidents (RVPs). Successful candidates may also on a regular basis support office initiatives, in addition to the businesses of particular RVP’s. For established clients, you may also serve as a point of contact.

Qualifications and Requirements:

• Bachelor’s degree from a 4-year college or university required.
• Goal oriented, competitive, and articulate with strong communication skills
• Ability to build rapport with prospects
• Positive and professional demeanor
• Strong client service & technical skills (MS Word & Excel)
• Prior outbound sales experience a plus
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced environment and being flexible to changing needs within the organization
• Series 65 license required after 6 months to maintain employment in Associate program

Responsibilities and Duties:

• 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

Compensation $55,000- 60,000 base salary plus production bonus

WHO IS ZACKS?

The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web. ZIM is a Chicago based RIA that manages $18 Billion for individual and institutional investors. Zacks Trade is an online broker serving active stock and option traders located in US and overseas