ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Equitable Advisors LLC
Oak Brook, IL, United States
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering f
Job Source: Equitable Advisors LLCZuckerman Investment Group
Chicago, IL, United States
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 an
Job Source: Zuckerman Investment GroupMorgan Stanley & Co.
Chicago, IL, United States
POSITION SUMMARY: The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing ski
Job Source: Morgan Stanley & Co.Equitable Advisors
, IL, United States
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering f
Job Source: Equitable AdvisorsMorgan Stanley
Chicago, IL, United States
POSITION SUMMARY: The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing sk
Job Source: Morgan StanleyNorthwestern Mutual
Lombard, IL, United States
The Associate Wealth Management Advisor provides comprehensive support in client-facing, administrative, and regulatory compliance aspects of the Investment Advisory business. They assist in preparing proposals, managing client accounts, conducting meetings, and delivering exceptional client service while ensuring adherence to industry regulati
Job Source: Northwestern MutualRK Partners
Chicago
Job Description Job Description Associate Wealth Management Advisor Join a dynamic team as an Associate Wealth Management Advisor (AWMA), where creativity meets financial expertise. As an AWMA, you'll be the cornerstone of client service operations, ensuring seamless processing of variable products and securities while maintaining an efficient
Job Source: RK PartnersBank of America
Northbrook, IL, United States
Wealth Management Client Associate page is loaded Wealth Management Client Associate Apply locations Northbrook time type Full time posted on Posted 2 Days Ago job requisition id 24003728 Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and inv
Job Source: Bank of AmericaChicago
Job Description Job Description Salary:
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
Develop an understanding of the interplay between relationship management, investments & sales
Support client advisors in the execution of core client processes
Complete day-to-day client requests, including money movements, new account setup, preparing for client meetings and other projects as needed
Learn the inner workings of our key technological systems
Maintain essential relationship management, sales and investment data in our client relationship management system (CRM)
Coordinate with custodians on items such as client money movements, account openings, post-trade processing, voluntary corporate actions, and tax mailings
Participate in the reconciliation, allocations & settlements processes
Assist in various projects to support the investment and portfolio management teams
Qualifications
Bachelor’s Degree
Preferred Majors: Business, Finance, Economics, Accounting, Business Development, Marketing
Minimum GPA: 3.6
Highly organized, extremely detail-oriented and able to multi-task with time-sensitive items
Excellent verbal and written communication skills
Proficient in Microsoft Office Suite
Interest in taking one of the CFP, CPA or CFA exams
*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.
Wealth Management Associate jobs in Chicago
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.