Senior Wealth Advisor for UHNW Families

Zuckerman Investment Group; Chicago (IL); Hybrid; USD 125,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Hybrid work environment

Profit sharing 401(k) retirement plan

Paid time off

Growth opportunities

Job summary

Zuckerman Investment Group in Chicago seeks an MBA-qualified advisor to serve high-net-worth clients, integrating investment management, tax strategy, estate planning, and relationship management. You will partner with investment professionals, guide portfolio strategy, and drive long-term client growth within a collaborative team.

The role emphasizes durable client relationships, rigorous financial analysis, and adherence to the firm's investment philosophy.

Qualifications

• MBA or equivalent from a leading business school.
• Expected graduation date in 2027 with availability to begin full-time Summer 2027.
• 3-5 years of relevant professional experience in wealth management, investment management, or related field.
• Demonstrated professionalism, integrity, and confidentiality.

Responsibilities

• Deliver comprehensive advice across investing, tax strategy, estate planning, and relationship management.
• Build lasting relationships with ultra high net worth and high net worth clients.
• Collaborate with investment professionals on portfolio strategy and risk management.
• Lead cross-functional projects and strategic initiatives to support firm growth.
• Develop and mentor associate advisors to increase capacity.
• Make portfolio management decisions including asset allocation and buy/sell decisions.
• Ensure compliance with portfolio strategy and regulatory requirements.

Skills

Client relationship management

Communication skills

Analytical thinking

Team collaboration

Strategic thinking

Education

MBA degree or equivalent

GPA 3.5+

3-5 years wealth management experience

CFA/ CFP / AEP desirable

Graduation Summer 2027

Tools

Microsoft Office

Orion

Eclipse

Job description

Zuckerman Investment Group in Chicago seeks an MBA-qualified advisor to serve high-net-worth clients, integrating investment management, tax strategy, estate planning, and relationship management. You will partner with investment professionals, guide portfolio strategy, and drive long-term client growth within a collaborative team.

The role emphasizes durable client relationships, rigorous financial analysis, and adherence to the firm's investment philosophy.