Job Summary

• As a Wintrust Wealth Management Financial Associate, you will support our Financial Advisor by delivering client investment solutions through administrative, sales, and customer service support.
• Key responsibilities include facilitating new client onboarding, managing account paperwork, generating reports, scheduling client reviews, and acting as the team's Office Manager.
• The company offers competitive pay, eligibility for annual bonus, comprehensive benefits including medical, dental, vision, life, 401k with company match, and tuition reimbursement.

Matching Summary

Salary

Base: $20.20 - $24.04/hour; Bonus/Equity: eligibility to earn an annual bonus; Benefits: Comprehensive benefits package

Skills & Requirements

Key Requirements

• 3+ years relevant financial industry experience
• Customer service experience preferred
• Working knowledge of Microsoft Word, Excel, Outlook
• FINRA Series 7 and 66 licenses preferred
• Illinois Insurance License preferred
• Relationship management skills

Work Rights