High-Net Planning CFP — Client-Focused Expert
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Portfolio & Asset Management
Zacks Investment Management in Chicago seeks a Client Service CFP® to develop, deliver, and maintain comprehensive financial plans for an established base of high-net-worth clients. You will translate portfolio strategy into retirement income, tax, estate, and legacy decisions, collaborating with internal teams and external professionals to optimize client outcomes.
The role emphasizes planning expertise over sales, requiring strong client relationships, ongoing learning, and adherence to
We are looking to fill the High-Net-Worth Planning CFP — Client-Focused Expert position at Zacks Investment Management in Chicago, IL, United States.
The position is based in Chicago, IL, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 130..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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