Careers in Wealth Management
Be a part of our growth. Build your future in a place where you matter.
Building a Team of Kind, Hard-Working Individuals
At Zuckerman Investment Group, our culture fosters respect, collaboration and passion. We are a close-knit team of detail-oriented individuals committed to continuous improvement.
A career at Zuckerman Investment Group is defined by bright individuals who approach their work with enthusiasm and teamwork.
Put Clients First
You are dedicated to deeply understanding our clients and exceeding their expectations.
Do the Right Thing
You are committed to acting ethically, transparently, and in the best interests of clients.
No Task is Too Small
You welcome a culture of teamwork and collaboration, where everyone contributes to the overall success of the team.
Be Kind and Caring
You are a kind individual that is supportive, compassionate, and respectful of others.
Get Better Everyday
You strive to enhance your knowledge, with a a commitment to continuous improvement and growth.
Passion
You have a passion for the industry and curiosity about the business.
Explore Open Positions
At Zuckerman Investment Group, we’re always eager to connect with driven individuals who are passionate about building relationships and the industry. If our current openings do not align with your experience or interests, we invite you to join our talent network to be considered for future opportunities.
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
We are looking for a highly motivated and extremely detail-oriented individual to support and enhance the firm’s business development and marketing efforts. By considering Zuckerman Investment Group, you have a passion for sales and marketing and a curiosity about the wealth management industry.
As a member of our team, you will develop professionally by gaining exposure to all aspects of a wealth management firm, providing support to senior leaders, and working directly with the Sales & Marketing Manager and CEO. This position is a unique opportunity to participate in the expansion of an established firm and will offer great growth potential.
For the right candidate, this role has potential to evolve over time to include direct involvement in client services and relationship management.
Responsibilities
- Support the sales and marketing team as they strategize customized tactics to gain new clientele
- Maintain the firm’s sales data to produce and analyze weekly reports
- Assist in managing, writing, designing, and executing the firm’s content calendar
- Support the marketing team with brand management across all platforms
- Maintain an award application calendar and assist in the application process for company and individual advisor awards
- Assist with preparation and execution of all in-person and/or virtual events
- Design, update, and distribute weekly decks for all-company meetings, trainings, and sales meeting
- Support the firm’s day-to-day office needs including preparation for client meetings, company lunches, and product replenishment
- Collaborate with client service and advisory teams to support initiatives that enhance the client experience, with the opportunity to take on more direct client engagement over time.
Requirements
- Bachelor’s degree (by June 2025) in marketing, sales, communications, PR, or related major
- Previous internship experience
- Highly organized, extremely detail-oriented, and desire and ability to solve complex problems
- Excellent verbal and written communication skills
This position is ideal for students graduating within the next academic year or recent grads within 12 months of graduation.
Preferred Qualifications
- Experience with Adobe Creative Cloud preferred but not required
- Proficient in Microsoft Office Suite
- 1-3 years of professional experience
- GPA of 3.8 or above
Base Salary:
The base pay range for this position is $65,000 – $80,000 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 and performance.
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.
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 seasoned professional with 5+ years investment management and portfolio management experience. The ideal candidate will ensure that our investment portfolios align with each client’s objectives, risk tolerance, and regulatory requirements. This role requires a strong strategic mindset, deep investment knowledge, and a proven ability to understand and meet client needs, all while maintaining a focus on delivering consistent, long-term investment performance.
JOB FUNCTION RESPONSIBILITIES:
- Exemplifies the core values of Zuckerman Investment Group.
- Willingness and ability to speak with high net worth clients.
- Demonstrates a deep understanding of financial markets with the ability to provide tailored investment solutions.
- Ability to consume, distill large quantities of information and develop insights from vast sources of information, including research reports, industry news, daily news publications, company press releases, etc.
- Ability to build and maintain detailed financial models.
- Ability to write detailed investment memorandums.
- Develop and maintain research relationships including company management, industry contacts, and research vendors. Participate in marketing meetings with consultants, advisors, clients and prospects.
- Performs thorough fundamental analysis of companies across all sectors.
- Generate research and recommend new equity ideas within our investment process.
- Conducts in-depth research and analysis on market trends, economic conditions, and potential investment opportunities to inform decision-making.
- Identifies and mitigates risks associated with client portfolios, ensuring compliance with regulatory requirements, and managing exposure to various asset classes.
SKILLS & EXPERIENCE:
- 5+ years of related investment and portfolio management experience required.
- 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.
- Insatiable intellectual curiosity and an unrelenting desire to learn and understand “how things work”.
- Proficiency with the Microsoft Office Suite .
- Proficiency with FactSet and/or Bloomberg.
EDUCATION QUALIFICATIONS:
- Bachelor’s Degree
- Master’s in Business Administration (preferred)
- Maintain CFA® designation (preferred)
SALARY AND BENEFITS:
The base pay range for this position is $125,000 – $200,000 annually. Actual compensation may vary based on factors such as education, experience, skills, and location.
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.
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 recent graduate to join our Wealth Management Team in a full-time role. This is a unique opportunity to start your career at an established and growing investment firm, where you’ll 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.
This position is ideal for students graduating within the next academic year or recent grads within 12 months of graduation. Previous internship experience is preferred.
EDUCATION QUALIFICATIONS:
- Bachelor’s Degree
- Preferred Majors: Business, Finance, Economics, Accounting, Business Development, Marketing
- Minimum GPA: 3.5
- 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
- Interest in taking one of the CFP, CPA or CFA exams
Base Salary:
The base pay range for this position is $70,000 – $90,000 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.
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