Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions
Job Summary
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.
We offer advisors the best of both worlds—the technology, products, benefits, and business development opportunities of a large corporation as well as the supportive culture, reputation for personal service, and lasting client relationships of a boutique firm.
This position is commission-based, with earning directly tied to individual production.
Matching Summary
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.
Salary
Commission-based
Skills & Requirements
Must-have
Client relationship building
Financial plan development
Sales quota achievement
Compliance with industry rules
Nice-to-have
Award-winning culture
Community banking focus
Boutique firm culture
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
Solid communication, negotiation, and presentation skills