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Strategic Wealth Advisor High-Net-Worth Portfolios
Job in
Waukegan, Lake County, Illinois, 60087, USA
Listed on 2026-06-26
Listing for:
Zacks Investment Management
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Zacks Investment Management seeks an Investment Consultant in Illinois to provide exceptional financial advice and support. Responsibilities include managing client relationships, offering strategic guidance, and collaborating with team members for optimal investment strategies. A Bachelor’s degree and 2-4 years of financial services experience is required, along with Series 65 license. Competitive compensation is offered with a relocation assistance option, emphasizing a supportive work culture focused on client satisfaction.
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