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Posted 8 Days Ago
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Chicago, IL
In-Office
Entry level
Analytics • Financial Services
Wealth management for multigenerational families, business owners, executives & young professionals.
The Role
Zuckerman Investment Group is looking for driven individuals passionate about building relationships in wealth management. Joining their Talent Network provides opportunities for future positions.
Summary Generated by Built In

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. 


Zuckerman Investment Group is always looking for ambitious individuals with a passion for relationship building and the industry. While we may not have an open position that aligns with your experience or interests at this time, we encourage you to join our Talent Network. By doing so, you’ll stay connected with us and be considered for future opportunities that better match your background and career goals.

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The Company
HQ: Chicago, IL
16 Employees
Year Founded: 2005

What We Do

From financial counseling to asset management, Zuckerman Investment Group is built with a singular purpose in mind: to be your family’s trusted, long-term partner.

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 firms offers a holistic spectrum of services, including comprehensive wealth management, 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.

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