As a Wintrust Wealth Management Financial Associate, you will support our Financial Advisor by delivering client investment solutions through administrative support, sales support, customer service, and other related resources
Job Summary
As a Wintrust Wealth Management Financial Associate, you will support our Financial Advisor by delivering client investment solutions through administrative support, sales support, customer service, and other related resources.
Key responsibilities include facilitating new client onboarding, managing account paperwork, scheduling client reviews, preparing presentations, and ensuring team compliance with all processes and procedures.
Wintrust Wealth Management offers a competitive pay structure, a comprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement.
Matching Summary
As a Wintrust Wealth Management Financial Associate, you will support our Financial Advisor by delivering client investment solutions through administrative support, sales support, customer service, and other related resources.
Salary
Base: $20.20 - $24.04/hour; Bonus/Equity: eligibility to earn an annual bonus; Benefits: Medical, Dental, Vision, Life, 401k with match, tuition reimbursement, and more
Skills & Requirements
Must-have
Client investment solutions support
New client onboarding process
Financial Advisor support
CRM note maintenance
Office management duties
Nice-to-have
Award-winning culture
Promote from within culture
Service environment enhancement
Inter-company relationships
Key Requirements
3+ years relevant financial industry experience
Customer service experience preferred
Working knowledge of Microsoft Word, Excel, Outlook