• CAREERS
    Growing our team of dedicated and hardworking professionals
    is the key to our continuing success as an organization.
CAREERS
Growing our team of dedicated and hardworking professionals is the key to our continuing success as an organization.

Our current open positions are listed below. General applications are also welcome, as we are always looking for dedicated individuals to join our team. To apply, click here to send us your cover letter and resume.

Company

Zuckerman Investment Group is an independent investment management firm located in downtown Chicago that provides individuals and families with a complete offering of financial counseling and investment management services.

Job Description

Zuckerman Investment Group is looking for a Relationship 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 team as well as members of the trading, portfolio management, and operations teams. The right, motivated candidate will have the ability to become a junior advisor, then ultimately a lead client advisor at Zuckerman Investment Group.

Responsibilities

  • Work collaboratively with the relationship management team to provide personalized financial counseling services to clients
  • Develop an understanding of each individual’s financial profile by assisting with financial projections, asset allocations, meeting preparation and comprehensive financial goals
  • Maintain firm’s relationship management system by updating client information, entering important notes, generating reports, and reviewing the integrity of data
  • Execute on day-to-day client requests, including money movements, new account setup and other projects as needed
  • Complete client paperwork on various custodial systems & interact with custodial contacts to resolve processing issues

Qualifications

  • Bachelor’s Degree; Preferred Majors: Business, Finance and Economics
  • Minimum GPA: 3.3
  • 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 becoming a CERTIFIED FINANCIAL PLANNER®

Company

Zuckerman Investment Group is an independent investment management firm located in downtown Chicago that provides individuals and families with a complete offering of financial counseling and investment management services.

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

Company

Zuckerman Investment Group is a growing independent investment management firm located in downtown Chicago that provides clients with a complete offering of financial counseling and investment management services. We manage approximately $850 million in assets for over 100 family groups.

Job Description

Zuckerman Investment Group is looking for a highly motivated and extremely detail oriented individual to enhance processes within the firm’s finance, family office, and human resources departments. This position is a unique opportunity to participate in the expansion of an established firm and will offer great growth potential.

Responsibilities

  • Maintain the firm’s books and records to produce a financial reporting package
  • Maintain firm’s employee benefit programs
  • Manage relationships with Firm’s vendors and facilitate bill payment
  • Assist with preparation of annual business filings and insurance renewals
  • Maintain and review account performance records, composites, and portfolio valuations
  • Coordinate with third party accounting firms to complete the corporate and family office tax returns
  • Perform administrative and strategic tasks for the Zuckerman Family Office
  • Support the Senior Finance Associate and Director of Operations in various business projects and new initiatives

Qualifications

  • Bachelor’s degree in Accounting, Finance, or related field
  • 1-3 years of professional experience
  • Experience with Intuit QuickBooks preferred
  • Advanced Microsoft Office Skills including Excel formulas, pivot tables, and macros
  • Passion for numbers and excellent organizational skills
  • Experience in High Net Worth Tax Services, Estate Planning, or a Family Office preferred