Senior Wealth Advisor for UHNW Families
zuckerman investment groupChicago, IL
Senior Wealth Advisor for UHNW Families
zuckerman investment groupChicago, ILSenior L5
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)Zuckerman Investment Group in Chicago seeks an MBA-qualified advisor to serve high-net-worth clients, integrating investment management, tax strategy, estate planning, and relationship management. You will partner with investment professionals, guide portfolio strategy, and drive long-term client growth within a collaborative team. The role emphasizes durable client relationships, rigorous financial analysis, and adherence to the firm's investment philosophy.
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Level
Senior L5
Location
Chicago, IL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
5 days ago