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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 an 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 be hybrid.
Responsibilities
Qualifications
*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.
Full Time
Investment Management
$71k-105k (estimate)
01/10/2023
06/17/2024
zuckermaninvestmentgroup.com
Chicago, IL
25 - 50
Investment Management
The job skills required for Wealth Management Associate include Wealth Management, Client Service, Investment Management, Relationship Management, Business Development, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Associate positions, which can be used as a reference in future career path planning. As a Wealth Management Associate, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Associate. You can explore the career advancement for a Wealth Management Associate below and select your interested title to get hiring information.
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