High-Net Planning CFP — Client-Focused Expert

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

This role, High-Net-Worth Planning CFP — Client-Focused Expert at Zacks Investment Management, could be your next opportunity.

Join us at Zacks Investment Management as our next High-Net-Worth Planning CFP — Client-Focused Expert in Chicago, IL, United States.

We are currently recruiting a High-Net-Worth Planning CFP — Client-Focused Expert for our team in Chicago, IL, United States.

This is a genuine opening to take on the High-Net-Worth Planning CFP — Client-Focused Expert role at Zacks Investment Management.