Financial Advisor

Wintrust Wealth Management

Chicago, IL, United States
Commission-based; bonus eligible; comprehensive be...
Client relationship management
Financial plan development
Sales and production quotas
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 boasts an award-winning culture, rated a Top Workplace by the Chicago Tribune for the past 8 years.
  • This role offers advisors the best of both worlds—the technology of a large corporation and the supportive culture of a boutique firm.

Matching Summary

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

Salary

Commission-based; Bonus eligible; Comprehensive benefits package

Skills & Requirements

Must-have

  • Client relationship management
  • Financial plan development
  • Sales and production quotas
  • Compliance with regulations
  • Financial product knowledge

Nice-to-have

  • Award-winning culture
  • Client retention focus
  • Community banking service
  • Promote from within culture
  • Client recruiting

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

Work Rights

Not specified

Tailored Resume

Cover Letter