You haven't searched anything yet.
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
$75k-109k (estimate)
04/18/2024
05/07/2024
zuckermaninvestmentgroup.com
Chicago, IL
25 - 50
Investment Management
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.
If you are interested in becoming a Wealth Management Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Wealth Management Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Wealth Management Associate job description and responsibilities
Discussing borrowing, debt management, and a range of specialized lending solutions.
02/28/2022: Queens Village, NY
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Wealth Management Associate jobs
1-3 years of trust sales or trust relationship management experience.
04/10/2022: Chattanooga, TN
Step 3: View the best colleges and universities for Wealth Management Associate.