Our current open positions are listed below. To apply, please click on your desired position and click ‘apply here’.

Wealth Manager

Company

Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1 billion for multi-generational families. We are located in downtown Chicago and we provide individuals and families with a complete offering of financial counseling and investment management services.

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 looking for a highly motivated, experienced individual to join our Wealth Management Team. This position is a unique, newly created opportunity to participate in the expansion of an established firm. A strong candidate will have excellent written and oral communication skills, impeccable judgment, exceptional organization skills and experience cultivating relationships through superior client service.

Responsibilities

  • Deliver personalized and proactive financial counseling services for 50-100 high net worth clients
  • Manage client relationships and ensure long term retention through regular communication to review portfolio strategy, account activity and performance
  • Lead, manage and hold accountable the internal client team and prioritize open client requests
  • Work with the Portfolio Manager to implement and monitor client asset allocations and investment strategies
  • Grow your client base through client and COI (Center of Influence) referrals
  • Develop and mentor the associate advisors

Qualifications

  • 5+ years of wealth management experience. RIA experience is preferred.
  • Bachelor’s Degree
  • CFP® designation or similar advanced industry certification
  • Excellent verbal and written communication skills
  • High level of confidentiality and professionalism

Family Office Accountant

Company

Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1 billion for multi-generational families. We are located in downtown Chicago and we provide individuals and families with a complete offering of financial counseling and investment management services.

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

Our firm operates the Zuckerman family office from within the company, as the family members are also clients of the firm. We are looking for a highly motivated and detail oriented individual to coordinate the affairs of the Zuckerman family office. For the right individual, the ultimate career path for the Family Office Accountant could including working with the head of the family office to perfect and expand our family office offering, then implement and execute the family office experience across additional multi-generational family clients of the firm.

By considering Zuckerman Investment Group, you have decided to look beyond the ordinary public accounting firm. As a member of our team, you will develop professionally by gaining exposure to all aspects of a wealth management firm and providing support to senior leaders of the firm. This position is a unique opportunity to participate in the expansion of an established firm.

This position will begin remotely, as our firm is currently an entirely remote workforce due to precautions related to Covid-19.

Responsibilities

  • Leverage tax knowledge and experience to provide advice to high net worth individuals
  • Coordinate with lawyers, trustees, accountants, and other external advisors to support the family’s tax and estate planning initiatives and oversee the implementation
  • Facilitate the preparation of complex family office tax returns by a third-party accounting firm
  • Prepare simple individual and trust income tax returns in house
  • Oversight of family assets and cash flow needs, including investment accounts, properties, trusts and other interests.
  • Produce comprehensive financial reporting of family accounts

Qualifications

  • Bachelor’s Degree in Accounting
  • Minimum GPA: 3.5
  • Minimum Experience: 2+ years in a finance or accounting role
  • Certified Public Accountant (CPA) credential
  • Highly organized, extremely detail-oriented and desire and ability to solve complex problems
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office Suite

Wealth Management Intern

Company

Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1 billion for multi-generational families. We are located in downtown Chicago and we provide individuals and families with a complete offering of financial counseling and investment management services.

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 looking for wealth management interns to join us for Summer 2022. You will gain exposure to all aspects of a wealth management firm by providing support to the relationship management, sales, investments, trading, portfolio management, and operations teams. This position is an excellent first step for someone looking to learn more about wealth management.

This position will begin remotely, as our firm is currently an entirely remote workforce due to precautions
related to COVID-19.

Responsibilities

  • Work closely with experienced client advisors, shadowing and supporting them as they provide personalized financial counseling services to clients
  • Introduction to the sales and marketing strategies of a growing wealth management firm, including webinars and content distribution.
  • Assist in maintaining the firm’s client relationship and portfolio management systems by updating client information, entering important notes, generating reports, and reviewing the integrity of data
  • Support the execution of day-to-day client requests, such as assisting in completing client paperwork utilizing various custodial systems
  • Execute projects in investments, operations and compliance to enhance our wealth management capabilities

Qualifications

  • Rising Sophomore, Junior or Senior
  • Minimum GPA: 3.8
  • 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

*We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas for this position.

Finance Associate

Company

Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1 billion for multi-generational families. We are located in downtown Chicago and we provide individuals and families with a complete offering of financial counseling and investment management services.

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 looking for a Wealth Management Associate to join our team. This position is a unique We are looking for a highly motivated and extremely detail-oriented individual to enhance processes within the firm’s finance, accounting, reporting and compliance functions. By considering Zuckerman Investment Group, you have decided to look beyond the ordinary public accounting firm and enjoy a unique opportunity to participate in the expansion of an established firm. 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 head of finance.

This position will begin remotely, as our firm is currently an entirely remote workforce due to precautions
related to COVID-19.

Responsibilities

  • Maintain the firm’s books and records to produce and analyze monthly financial statements
  • Coordinate with third-party accounting firm to facilitate the preparation of our company tax returns
  • Perform reconciliation and quality control procedures to ensure the accuracy of account performance records, cost basis, composites, and portfolio valuations
  • Update, gather and distribute data related to clients’ tax and estate reporting needs
  • Support the firm’s client billing process by calculating, processing, and reconciling quarterly fees
  • Manage relationships with the firm’s banks and vendors
  • Assist with the preparation of annual business filings and insurance renewals

Qualifications

  • Bachelor’s Degree in Accounting, Minimum GPA: 3.5
  • Passion for numbers and desire to pursue Certified Public Accountant (CPA) credential
  • Highly organized, extremely detail-oriented and desire and ability to solve complex problems
  • Excellent verbal and written communication skills
  • Experience with Intuit QuickBooks preferred but not required

*We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas for this position.

Wealth Management Associate

Company

Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1 billion for multi-generational families. We are located in downtown Chicago and we provide individuals and families with a complete offering of financial counseling and investment management services.

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 looking for a Wealth Management Associate to join our team. This position is a unique opportunity to participate in the expansion of an established firm and will offer great growth potential. You will gain exposure to all aspects of a wealth management firm by providing support to the relationship management, investment, portfolio management, compliance and sales teams. This position has the potential to develop into one of several different career paths, including client service, client operations, investment operations, and business development.

This position will begin remotely, as our firm is currently an entirely remote workforce due to precautions
related to COVID-19.

Responsibilities

  • Develop an understanding of the interplay between relationship management, investments & sales
  • Support client advisors in the execution of core client processes
  • Complete day-to-day client requests, including money movements, new account setup, preparing for client meetings and other projects as needed
  • Learn the inner workings of our key technological systems
  • Maintain essential relationship management, sales and investment data in our client relationship management system (CRM)
  • Coordinate with custodians on items such as client money movements, account openings, post-trade processing, voluntary corporate actions, and tax mailings
  • Participate in the reconciliation, allocations & settlements processes
  • Assist in various projects to support the investment and portfolio management teams

Qualifications

  • Bachelor’s Degree
  • Preferred Majors: Business, Finance, Economics, Accounting, Business Development, Marketing
  • Minimum GPA: 3.6
  • 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

*We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas for this position.