Locations: Chicago , New York , Los Angeles , San Francisco , Atlanta , Boston , Miami , Houston
Base Salary: $ 60,000 - $ 80,000
Bonus & Incentive: Basis point fee on assets under management
Employer: Zacks Investment Management , a well known advisory firm , headquartered in Chicago is expanding its high net worth advisory business by opening offices in major financial centers . We are looking for sales / relationship managers with bank trust experience who would like to run their own show and manage the Zacks office in their area
Investment Process: The core of the Zacks investment process is the Zacks Rank ,whose # 1 portfolio has returned over 30 % per year since it was first made available to the public in 1982. Building on this phenomenal track record over the last 5 years Zacks has developed a range of portfolios covering US Equities, International Equities, and Fixed Income. Client assets are allocated by the Sales / Relationship managers among these portfolios
Position Responsibilities: Increase assets from existing Zacks individual clients located in your area. Initiate Zacks advisory relationships with leads provided by Zacks centralized marketing. Generate leads and advisory relationships based on your personal contacts and from referrals from existing clients, estate lawyers and CPAs in your area
Education and Certification: Series 63 or 65 required , CFP a plus
Travel: None
To apply for this position send your resume to [email protected]
