Senior Wealth Management Associate

About Zuckerman Investment Group

Zuckerman Investment Group is a family owned and independent wealth management firm based in Chicago, IL. Established in 2005 by its founders Daniel Zuckerman and Sherwin Zuckerman, today the firm has grown to oversee $1.8 billion in AUM, spanning over 300 families and individuals across multiple generations. The firm best serves the unique needs of multi-generational families, business owners, business executives, and young professionals. 

Zuckerman Investment Group offers a holistic spectrum of services, including comprehensive wealth management, proprietary asset management, and family legacy planning. The firm is fully engaged with clients in respect to their needs and desires around capital preservation, cash flow requirements, risk tolerance, efficient wealth transfer, philanthropy initiatives, and legacy. 

We are a results-driven firm with high achieving, motivated employees who value opportunities to take on complex problems, interesting projects, and share innovative ideas. We believe in cultivating relationships both internally and externally, and we are looking for someone to join our team who is committed to developing strong connections in a truly collaborative environment. 

Job Description 

Zuckerman Investment Group is seeking a motivated and detail-oriented individual with 3 to 10 years of experience to join our Wealth Management Team in a full-time role. This is a unique opportunity to gain hands-on experience and make a meaningful impact from day one.  

We’re looking for someone who is eager to learn, enjoys working with others, and is passionate about delivering exceptional client service. The ideal candidate will have strong written and verbal communication skills, sound judgment, excellent organizational abilities, and a desire to build lasting client relationships within a collaborative, high-integrity environment. 

RESPONSIBILITIES: 

• Collaborate closely with senior client advisors to support the delivery of personalized financial planning and wealth management services. 

• Manage day-to-day client service needs, including initiating money movements, opening new accounts, preparing materials for client meetings, and assisting with various client-related tasks and projects. 

• Serve as a liaison with custodians to facilitate client transactions, account openings, post-trade processes, voluntary corporate actions, and tax documentation. 

• Support daily operations such as trade reconciliation, allocations, and settlement processes, while identifying opportunities to improve efficiency and accuracy. 

• Assist the investment and portfolio management teams with projects, research, and other activities that support investment decision-making. 

• Work with internal client service teams to track, prioritize, and ensure timely resolution of client requests and service needs. 

• Partner with Portfolio Managers to help implement investment strategies and monitor asset allocations across client accounts. 

SKILLS & EXPERIENCE: 

• Outstanding work ethic, attention to detail and ability to work well on a team and cross functionally. 

• Proven ability to grasp and comprehend highly complex, widely varied problems and concepts and then communicate them in a simple, straightforward manner.  

• Maintains the highest standard of professionalism, integrity, and confidentiality. 

• Maintains strong communication and working relationships with team members. 

• Provides clear and efficient communication to leadership team and partners. 

• An unrelenting desire to learn and understand “how things work”. 

• Proficiency with the Microsoft Office Suite. 
• 3 to 10 years of experience

EDUCATION QUALIFICATIONS: 

• Bachelor’s Degree  

• Preferred Majors: Business, Finance, Economics, Accounting, Marketing, International Business, Political Science, History, Philosophy, Sociology, and other related business or liberal arts disciplines.

• Highly organized, extremely detail-oriented and able to multi-task with time-sensitive items 

• Excellent verbal and written communication skills 

• Proficient in Microsoft Office Suite 

• Completed or working towards CFP, CPA or CFA exams 

Base Salary:  

The base pay range for this position is $100,000 - $150,000 annually. Actual compensation may vary based on factors such as education, experience, and skills. 

Please note that salary is only one component of total compensation. We provide industry-competitive salaries and significant incentive plan opportunities, a generous profit sharing 401(k) retirement plan, health insurance, life insurance, short-term and long-term disability programs, a hybrid work environment and paid-time-off programs and opportunities for growth within the firm.  This role is also eligible for bonus, subject to company policy.  

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience.  

Visa sponsorship is not available for this position.