Zacks is a privately owned 550 person Chicago-based firm with 30 years of experience providing U.S. equity investors with the investment information required to operate their investment processes. Since its founding in 1978 as a provider of consensus EPS forecasts, Zacks has expanded its services to US equity investors to encompass the full range of investment information, research, and tools required to effectively manage individual and institutional U.S. equity investment processes.
We are a Chicago-based RIA and provide a wide range of wealth management products and services for high net worth individuals and institutions. We are looking for high powered salespeople who could focus on alternative assets to existing clients as well as prospects sourced by new leads. Essentially you'll be presenting and selling high net worth individuals limited partnerships.
Experience
• 5 - 10 years of alternative investments experience
• 3-5 years Sales and marketing experience
• BS / BA degree required
• Series 63 or 66
• Completion of or progress toward CFA/CAIA is a plus but not required
• Skills and Abilities
• Excellent communication and listening skills
• Ability to explain complex information clearly and simply
• Ability to make presentations effectively
• The ideal candidate should be highly motivated and organized
• Prior experience working in wealth management or financial services
• Sales and marketing experience
• Extensive Knowledge of alternative investments
• Must be a team player with the ability to work effectively in a team or independently
• Ability to represent the firm professionally with internal and external contacts
• Knowledge of Excel, Word, and PowerPoint programs is a plus
We will offer a generous compensation package to the right candidate.
If you think you might be a good fit for this position, please submit a cover letter and your resume.
How to Contact Us
Click here to ApplyNo phone call or agencies please
