Join Our Team
Your Ambition Fuels Our Mission™™™
Murphree Investment Group is an independent financial services firm committed to providing thoughtful strategies and building lasting client relationships grounded in trust. We are a team of driven, analytical, and innovative professionals who thrive in a dynamic, fast-paced environment. We believe our greatest asset is our people, and we are committed to fostering a culture of excellence, collaboration, and continuous growth.
As we continue to expand our reach and impact, we are seeking talented and ambitious individuals to join us. If you are a strategic thinker with a passion for the financial markets and a desire to make a meaningful contribution, we invite you to explore the opportunities below.
Investment Executive – Private Client Group
Location: Chicago, IL (and surrounding suburbs)
Position Type: Full-Time
About the Role: Murphree Investment Group, a Lake Forest-based independent investment firm founded in 2006, is seeking an experienced Investment Executive to join its private client platform.
Key Responsibilities
Serve as the primary relationship manager for a select group of high-net-worth individuals, family offices, and institutional accounts
Structure and execute bespoke investment programs across public/private markets, alternative investments, and direct opportunities
Partner with the firm’s investment banking, venture capital, and research teams to source proprietary deal flow and co-investment opportunities
Collaborate with internal portfolio managers and external managers on asset allocation, risk management, and tax-efficient implementation
Expand existing relationships and originate new relationships
What You'll Need to Succeed (Required Qualifications):
Established Book of Business: A demonstrable track record of managing significant portfolios.
FINRA Licensure: Active and clean Series 7, 63, and 65 (or 66) licenses.
State Insurance License: Active Life/Health license (or ability to obtain quickly).
Education: Bachelor's degree in Economics, Finance, Business, or a related field from an accredited institution.
Experience: A minimum of 3-5 years in a financial advisory or wealth management role.
The Ideal Candidate Possesses:
Unwavering Integrity: The highest ethical standards are non-negotiable.
Entrepreneurial Drive: A self-motivated, proactive mindset with a passion for building and growing a business.
Resilience Under Pressure: The ability to remain calm, decisive, and effective in volatile market conditions.
Analytical Acumen: A sharp, forward-thinking mind capable of dissecting complex financial data and translating it into actionable, client-centric advice.
Exceptional Communication: The ability to articulate complex financial concepts with clarity and confidence,
Collaborative Spirit: A proven ability to work effectively within a team, sharing insights and supporting colleagues to achieve collective firm goals.
How to Apply: To be considered for any of the following positions, please submit your resume and a cover letter outlining your qualifications and interest to: careers@murphreeinvestmentgroup.com.
We look forward to learning more about you.