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
#J-18808-LjbffrHigh-Net-Worth Planning CFP — Client-Focused Expert in chicago at Unknown Company
This position is listed as full time and onsite.