Wealth Management Associate

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.

$55,000.00/yr - $65,000.00/yr

Annual Bonus and Commission

• 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

• 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

• Medical insurance
• Vision insurance
• 401(k)
• Tuition assistance

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  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.

Location: Chicago, IL

Seniority Level: Associate

Employment Type: Full-time