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© All Rights Reserved. ApplyBlast.com
Zuckerman Investment Group
Zuckerman Investment Group is seeking a highly motivated MBA graduate to join its 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.
Headquarters
Chicago, Illinois, United States
Company Size
11-50 employees
Founded
2005
Zuckerman Investment Group is an independent, employee- and family-owned boutique wealth management firm based in Chicago, IL, managing over $2.1 billion in assets for more than 300 families and individuals. The firm provides comprehensive, personalized financial planning and investment management services tailored to multi-generational families, business owners, business executives, and young professionals. Their services include customized investment strategies, family legacy planning, and coordinated financial advisory support throughout all stages of life.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Zuckerman Investment Group.
107% above the average for this role