Wealth Management Associate — Sales & Client Growth

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

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.