Zacks Investment Management Reviews

Updated Apr 7, 2021

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2.9
37%
Recommend to a Friend
41%
Approve of CEO
Zacks Investment Management Senior Investment Strategist & Portfolio Manager BEN ZACKS (no image)
BEN ZACKS
10 Ratings
  1. 5.0
    Current Employee, less than 1 year

    Wealth Management

    Jan 28, 2021 - Wealth Management Associate in Chicago, IL
    Recommend
    CEO Approval
    Business Outlook

    Pros

    It’s a good place to work

    Cons

    None that I can think of.

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  2. 2.0
    Current Employee, less than 1 year

    Okay

    Apr 7, 2021 - Wealth Management Associate in Chicago, IL
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Good Management, flexible hours, not too serious

    Cons

    Low base salary, starts with tons of cold calls

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  3. 3.0
    Current Employee, less than 1 year

    OK

    Feb 9, 2021 - Analyst in Chicago, IL
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Lots to learn. Easy work environment

    Cons

    Total pay can be better.

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  4. 4.0
    Former Employee, more than 3 years

    Benefits

    Oct 21, 2020 - Office Assistant in Los Angeles, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    You will grow in this company.

    Cons

    No issues for me with working here.

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  5. 2.0
    Former Employee, less than 1 year

    vice president

    Dec 10, 2020 - Vice President in Chicago, IL
    Recommend
    CEO Approval
    Business Outlook

    Pros

    balance location culture na nb

    Cons

    development management nb nc nd

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  6. 2.0
    Former Employee, less than 1 year

    Disappointing end

    Oct 1, 2020 - RVP, Sales in Chicago, IL
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Privately held and offered good benefits

    Cons

    Consistently poor communication with employees

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  7. 5.0
    Current Employee, less than 1 year

    Zacks Investment Management Wealth Management Associate

    May 26, 2015 - Wealth Management Associate in Chicago, IL
    Recommend
    CEO Approval
    Business Outlook

    Pros

    I have been with Zacks Investment Management just under a year starting as a hourly temporary employee as a WMA (Wealth Management Associate). I was brought on Full Time after 7 months on Jan 1st 2015, and promoted to the Operations Wholesale & Retail department after 5 months in June 2015. So in just under a year I have been able to go from a temporary employee, to full time, to another promotion. The corporate culture at Zacks Investment Management is not as stuffy and much more relaxed and fun than most investment companies. You are not punching a time clock at Zacks but you efforts & hard work will be noticed and rewarded. Zacks is growing at an incredible rate so you are able to advance your career, and yet it is still a small enough company, to easily access & communicate with management. Management is constantly trying to improve both marketing and the business model. If you are willing to work hard, study for the series 65, and be apart of a great team you can definitely reach your goals at Zacks Investment management. The Serendipity Lab on the second floor is great to take a quick break or read email.

    Cons

    If you are not good on the phone or sales this is not the job for you.

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    1 person found this review helpful
  8. 1.0
    Former Employee, more than 1 year

    Research

    Nov 4, 2018 - Anonymous Employee 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Downtown Chicago location- that's all.

    Cons

    - Below industry level compensation. - Zero learning curve, the technology stack is a decade old. - Toxic environment to work, petty politics and low morale rampant. - Outright lies by management, there are a few people stuck working at this place because of their visa issues- company would exploit your visa status. If you are considering joining this firm and have ANY other alternative, please reconsider!!

    2 people found this review helpful
  9. 1.0
    Former Employee, more than 1 year

    Radical Secrecy

    Jun 3, 2018 - Vice President in Chicago, IL
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Management periodically buys doughnuts or pizza for the office in an effort to amend offenses that they make against employees.

    Cons

    Top-level management at this organization is pathetic. Zipping through corridors in a frenzy because they are "busy." Secretly gossiping about employees. Constant lying. No centralized communication across the organization - which lends itself to a culture of water-cooler and smokers corner gossip. Common in meetings for management to dismiss a person during the course of a meeting, and then begin talking badly about the person (employee consultant vendor etc) the moment that they shut the door. Certain of top-level management is grossly unqualified, and is paranoid about being found out. They position within the office a network of informants, who serve as the gossip-reporters for management. Meetings with outside personnel are something of a stage act. The number of individuals assigned to working on and carrying out the firm's investment strategies is small for the number of investment strategies that the firm offers. Many individuals who rotate in-and-out of the firm's investment office are foreign, sometimes leaving the country and not returning. The Zacks family operates a complicated web of companies. Top-level management is also completely out of touch with the firm's positioning within the industry. Not shy about comparing themselves to top firms. And the firm's recent move to the Monroe St. building further evidences management's misguided perception about how it fits in the industry.

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    2 people found this review helpful
  10. 1.0
    Former Employee, less than 1 year

    Wealth Management Associate = Cold Calling

    Mar 11, 2015 - Wealth Management Associate in Chicago, IL
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Pro's: Will pay for you to take S65 Develop sales skills through cold calling 8+ hrs a day

    Cons

    Con's: Management - Management has no idea how to treat their employees Compensation- 30k base salary with $75/appointment. Average WMA makes 35k/year. Over Promise - Management will promise promotions to WMA's who excel (over the year that I was there not one person got promoted). Atmosphere - The office setting at Zacks is very depressing, every hates the job and is unmotivated. The Job - Your only responsibility as a WMA is to cold call for an external RVP for 8 hours a day, they will say that the leads are "warm" when you an in the interview process but that is couldnt be more of a lie. If you take longer than 1-2 minutes between calls, you will be logged off the dialing system and likely get an email from your supervisor.

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    4 people found this review helpful
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