Wintrust Wealth Management offers comprehensive wealth management solutions to meet increasingly complex financial goals with the highest standards of service and integrity
Job Summary
Wintrust Wealth Management offers comprehensive wealth management solutions to meet increasingly complex financial goals with the highest standards of service and integrity.
The company provides advisors with the technology, products, and business development opportunities of a large corporation, alongside the supportive culture of a boutique firm.
Employees benefit from an award-winning culture, competitive pay, a comprehensive benefits package, and opportunities for professional growth.
Matching Summary
Wintrust Wealth Management offers comprehensive wealth management solutions to meet increasingly complex financial goals with the highest standards of service and integrity.
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
Community banking focus
Boutique firm supportive 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
Strong communication, negotiation, and presentation skills