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 provides advisors with the technology, products, and business development opportunities of a large corporation alongside a supportive boutique firm culture.
Wintrust is recognized for its award-winning culture, including being rated a Top Workplace by the Chicago Tribune for the past 8 years.
Matching Summary
Wintrust Wealth Management offers comprehensive wealth management solutions including investment, trust, and asset management services.
Skills & Requirements
Must-have
Client relationship management
Financial planning development
Sales quota achievement
Regulatory compliance adherence
Financial product knowledge
Nice-to-have
Award-winning culture
Community banking focus
Client retention commitment
Win-win relationship building
Key Requirements
Series 7, 66 or 63 and 65
Proven work history as a financial advisor
Consistent track record of successful financial guidance
Strong communication, negotiation, and presentation skills