Investment Consultant Investment Consultant …

in Chicago, IL, United States
Permanent, Full time
Be the first to apply
in Chicago, IL, United States
Permanent, Full time
Be the first to apply
Investment Consultant
Internal Sales Consultant, Investment Management Chicago/en-US/Americas/job/Chicago/Business-Development-Consultant---Internal-Sales_REQ-014718-1/apply

Internal Sales Consultant, Investment Management

The Group: The Morningstar Investment Management group (MIM) is a global team guided by Morningstars investment principles to deliver great long-term investment results and help investors reach their financial goals. We use our expertise in asset allocation, investment selection, and portfolio construction to create world-class investment strategies built on Morningstars research. The group specializes in multi-asset investing, using building blocks in equities, fixed-income, and alternative investments to construct robust portfolios. Through our investment offerings, we support financial advisors, institutions, and the investors they serve.

The Role: As the Internal Sales Consultant for Morningstar Managed Portfolios, you will join our growing US Sales Team by focusing on new and existing relationships, identifying and cultivating investment alignment with like-minded advisors. This position is based in our downtown Chicago headquarters.


  • Influence, persuade, and educate advisors on the key benefits of various Managed Portfolios offerings and assist advisors in the evaluation of offerings considering specific client circumstances.
  • Be conversant in all aspects of our managed portfolios program.
  • Build relationships with advisors and make strong presentations via phone and written communication.
  • Prospect, profile and service new advisor relationships within assigned territories.
  • Make outbound calls to advisors to fill conferences, webinars and regional events when needed.
  • Ability to perform various operational tasks as needed.
  • Utilize current systems, including Salesforce CRM and Discovery Database to document and manage sales efforts.
  • Work collaboratively and communicate effectively with other areas such as Support, Marketing, Key Accounts and Investment as needed.


  • Excellent verbal and written communication skills.
  • Demonstrated ability to successfully prospect over the phone to financial advisors.
  • Minimum of 4 years related industry experience.
  • Ability to work independently.
  • Strong interest and ability to explain portfolio management concepts.
  • Series 65 or 66 Licensed, or ability to attain licensing within six months of being hired.
  • Bachelor`s degree required.
090_MstarInvSvcInc Morningstar Investment Services, Inc. Legal EntityPosted TodayFull timeREQ-014718

How to Apply for a Job at Morningstar

Step 1

When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.

Step 2

You will receive an email notification to confirm that we've received your application.

Step 3

If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your intervieweither with a job offer or to let you know our plans for the position.

Applicants With Disabilities Who Need Accommodation

Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email and let us know the nature of your request and your contact information.

Please note:

  • We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests.
  • Please be sure to include the title and location of the open position youre interested in when you leave a message.

US Applicants: Morningstar is an E-Verify program participant.

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  • EEO is the Law:
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Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisionsincluding recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matterswithout regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.