Wintrust Wealth Management offers comprehensive wealth management solutions including investment, trust, and asset management services
Job Summary
Wintrust Wealth Management offers comprehensive wealth management solutions including investment, trust, and asset management services.
The company provides advisors with the technology, products, and business development opportunities of a large corporation alongside a supportive boutique firm culture.
Employees benefit from an award-winning culture, competitive pay, a comprehensive benefits package, and family-friendly work hours.
Matching Summary
Wintrust Wealth Management offers comprehensive wealth management solutions including investment, trust, and asset management services.
Skills & Requirements
Must-have
Client relationship management
Financial plan development
Sales quota achievement
Regulatory compliance adherence
Financial product knowledge
Nice-to-have
Award-winning culture
Family-friendly work hours
Promote from within culture
Service-based community banking
Key Requirements
Series 7, 66 or 63 and 65
Proven work history as a financial advisor
Consistent track record of successful financial guidance
Ability to analyze market data
Strong communication, negotiation, and presentation skills