Financial Advisor

Gurnee Bank

Commission-based; earning directly tied to individ...
Series 7 license required
Series 66 or 63/65 license required
Proven financial advisor experience
Wintrust Wealth Management serves private clients including high net worth individuals and business owners with comprehensive wealth management solutions

Job Summary

  • Wintrust Wealth Management serves private clients including high net worth individuals and business owners with comprehensive wealth management solutions.
  • The role involves building rapport with clients, gathering assets for brokerage accounts, and developing solid financial plans based on client needs.
  • Employees enjoy an award-winning culture rated a Top Workplace by the Chicago Tribune with competitive pay and a generous 401k match.

Matching Summary

Wintrust Wealth Management serves private clients including high net worth individuals and business owners with comprehensive wealth management solutions.

Salary

Commission-based; earning directly tied to individual production; Not specified base salary

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • Proven financial advisor experience
  • Client retention and recruiting skills
  • Market data analysis capabilities

Nice-to-have

  • Strong communication and negotiation skills
  • Self-motivated with high integrity
  • Ability to explain complex information simply
  • Experience with diverse financial products
  • Commitment to compliance standards

Key Requirements

  • Series 7 certification
  • Series 66 or Series 63 and 65 certification
  • Proven work history as financial advisor
  • Track record of successful financial guidance

Work Rights

Not specified

Tailored Resume

Cover Letter