Investment Consultant

Summary: DiMeo Schneider & Associates, L.L.C., a Chicago investment management consulting firm, seeks an experienced professional to support private client services group efforts. The position assumes responsibility for working within the firm's Wealth Office (private client) investment area, working with co-consultants in providing guidance, recommendations and meaningful analysis to both retainer and project clients. Ideal candidates possess mutual fund/investment securities experience and strong organizational and writing skills. Candidate should be a fluid and polished communicator.

Primary Job Functions:

  • Interacting directly with clients in developing asset allocation, investment policy statements, financial

planning analysis, and manager/fund selections

  • Interact with third party administrators to facilitate all aspects of account administration
  • Facilitate transactions and trades within client portfolios
  • Responding to client requests in a timely and efficient manner
  • Assist with other ad-hoc financial planning projects

Meet Some of NFP's Employees

Kristie D.

Account Manager, Benefits

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Josephine W.

Account Manager, Benefits

Josephine is responsible for overseeing the day-to-day employee benefits management of NFP’s small business clients by answering questions, keeping accurate files, and finding great rates.

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