Wealth Management Associate - MBA

Zuckerman Investment Group is a family owned and independent wealth management firm based in Chicago, Illinois. Established in 2005 by its founders Daniel Zuckerman and Sherwin Zuckerman, today the firm has grown to oversee $2.1 billion of assets under management, 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 asset management, capital preservation, liquidity requirements, risk tolerance, efficient wealth transfer, philanthropic 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.

We are seeking a highly motivated MBA graduate to join our wealth management team as a trusted advisor to high-net-worth clients. This role combines investment management, tax strategy, estate planning, and relationship management to deliver comprehensive, customized financial solutions. The ideal candidate will build lasting client relationships, oversee portfolio strategy and risk management, and develop new business with ideal clients. This individual will collaborate with investment professionals, participate in strategic initiatives, and contribute to the firm's long-term growth while delivering exceptional, personalized advice.

• Embody the core values of Zuckerman Investment Group by putting clients first, embracing every task, big or small, with care and excellence, treating others with kindness and compassion, pursuing continuous improvement, and bringing passion and commitment to our work every day.
• Leverage a deep understanding of investing, financial markets, tax strategy and multi-generational estate planning to proactively provide clients with comprehensive advice and solutions tailored to their individual needs.
• Build strong, lasting, personal relationships with ultra high net worth and high net worth clients, becoming their go-to advisor for all matters financial and beyond.
• Ensure long-term client retention through regular communication to review portfolio strategy, account activity and performance.
• Grow your client base over time, within the firm’s target markets, through referrals from clients, acquaintances and other professionals (attorneys, accountants, etc.).
• Participate in marketing meetings with consultants, advisors, clients and prospects to close new business and increase others’ awareness of the firm and its capabilities.
• Lead, manage and hold accountable the internal client service team to prioritize open client requests and ensure advice and supporting deliverables meet, or exceed, client expectations.
• Develop and mentor associate advisors to increase your capacity and efficiency and build depth in support of the firm and its long-term growth ambitions.
• Make, or work with members of the firm’s Investment Team to make, portfolio management decisions within clients accounts, including asset allocation, asset location, investment strategy and discrete buy/sell investment decisions.
• Identify and mitigate risk in client portfolios, ensuring compliance with the agreed-upon portfolio strategy and…