Financial Advisor

Wintrust Wealth Management

Chicago, IL, US
Commission-based; earning directly tied to individ...
Series 7, 66 or 63 and 65 licenses
Proven work history as financial advisor
Ability to analyze market data
Wintrust Wealth Management serves private clients including high net worth individuals and business owners with comprehensive wealth management solutions

Job Summary

  • Wintrust Wealth Management serves private clients including high net worth individuals and business owners with comprehensive wealth management solutions.
  • The role involves building rapport with clients, gathering assets for brokerage accounts, and developing solid financial plans based on client needs.
  • Employees enjoy an award-winning culture rated a Top Workplace by the Chicago Tribune with competitive pay, discretionary bonuses, and comprehensive benefits.

Matching Summary

Wintrust Wealth Management serves private clients including high net worth individuals and business owners with comprehensive wealth management solutions.

Salary

Commission-based; earning directly tied to individual production; Not specified

Skills & Requirements

Must-have

  • Series 7, 66 or 63 and 65 licenses
  • Proven work history as financial advisor
  • Ability to analyze market data
  • Strong communication and negotiation skills
  • Knowledge of debt management and insurance

Nice-to-have

  • Self-motivated with strong drive
  • Experience with complex financial goals
  • Commitment to service-based culture
  • Ability to explain complex information simply

Key Requirements

  • Series 7 license required
  • Series 66 or 63 and 65 licenses required
  • Proven track record in financial guidance
  • Experience analyzing market data

Work Rights

Not specified

Tailored Resume

Cover Letter