Wealth Manager

CFA Institute; Chicago (IL); Hybrid; USD 125,000 - 200,000; Full time

Job summary

An established wealth management firm seeks a motivated individual to join their Wealth Management Team. This unique opportunity involves delivering personalized financial counseling to high net worth clients, managing relationships, and implementing investment strategies. The ideal candidate will possess strong communication skills, attention to detail, and a passion for client service. This role offers a dynamic environment where you can grow your client base and develop your career while working alongside a collaborative team dedicated to excellence in service and integrity.

Benefits

401(k) retirement plan

Health insurance

Life insurance

Short-term and long-term disability programs

Paid time off

Opportunities for growth

Qualifications

• 5+ years of investment and portfolio management experience required.
• Proficiency with Microsoft Office Suite, FactSet, and Bloomberg.
• Outstanding work ethic and attention to detail.

Responsibilities

• Deliver personalized financial counseling for high net worth clients.
• Manage client relationships and ensure long-term retention.
• Grow client base through referrals and proactive communication.

Skills

Investment Management

Client Relationship Management

Financial Counseling

Communication Skills

Microsoft Office Suite

FactSet

Bloomberg

Education

Bachelor's Degree

Master’s in Business Administration

CFA Designation

Job description

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 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.

JOB FUNCTION RESPONSIBILITIES:

• Exemplify the core values of Zuckerman Investment Group.
• 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.

SKILLS & EXPERIENCE:

• 5+ years of related investmentand 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 - $200,000annually. 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.