Financial Advisor

Wintrust Wealth Management

Client relationship management
Asset gathering
Financial plan development
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 benefits of a large corporation alongside the supportive culture of a boutique firm.
  • Wintrust is committed to fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed.

Matching Summary

Wintrust Wealth Management offers comprehensive wealth management solutions including investment, trust, and asset management services.

Skills & Requirements

Must-have

  • client relationship management
  • asset gathering
  • financial plan development
  • sales quota achievement
  • industry rule adherence

Nice-to-have

  • award-winning culture
  • boutique firm culture
  • community banking focus
  • inclusive workplace

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
  • Knowledge of financial products and services

Work Rights

Not specified

Tailored Resume

Cover Letter