Regional Investment Consultant

This hybrid, Chicago-based role puts you at the intersection of trusted investment expertise and high-impact sales — building the advisor connections that fuel Wealth's continued growth as a registered investment advisor and wholly owned subsidiary of Morningstar, Inc.

Responsibilities

• Own and manage a defined book of advisors with full accountability for sales activity execution, revenue contribution, and pipeline growth.
• Leverage CRM as the operational backbone of the role — documenting all prospecting efforts, relationship touchpoints, pipeline stages, and follow-up commitments.
• Influence, persuade, and educate advisors on the strategic benefits of the firm's investment offerings — leading with client outcomes and advisor business impact, and actively assisting in case design tailored to each advisor's specific client circumstances and portfolio objectives.
• Develop and maintain deep fluency across the full managed portfolios program — including investment philosophy, portfolio construction, performance attribution, and competitive differentiation.
• Deliver a consistently high standard of communication across all channels — virtual meetings, phone, and written correspondence — with the presence, preparation, and professionalism expected of a field-level representative.
• Partner with the Divisional Sales Director to optimize territory coverage — while independently running virtual advisor meetings that reflect the firm's brand and consultative approach.
• Collaborate with the Portfolio Specialist and Investment Management team on any client-facing content that requires deeper technical or portfolio-level expertise.

Requirements

• A bachelor's degree is required; concentration in Finance, Business, or a related field preferred.
• Minimum of 5+ years of financial services sales or asset management distribution experience.
• Proven ability to build, manage, and develop a high-volume book of advisor relationships through phone and virtual engagement.
• Strong working knowledge of managed accounts, separately managed accounts (SMAs), and the advisory business model.
• Exceptional communication skills with ability to build strong relationships across cross-functional teams and colleagues.
• Resilience and adaptability – comfortable operating in a fast-moving, performance-oriented environment.
• Series 65/Series 66 or ability to obtain within 6 months of employment.
• Ability to travel up to 25% for selective in-person meetings, events, or sales meetings.

Pay

Target Cash Total Compensation Range: $156,050 - $280,900

Schedule

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week. In most locations, the hybrid work model is four days in-office each week.

Benefits

A range of benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.