Wintrust Wealth Management offers comprehensive wealth management solutions to private clients, including high net worth individuals and business owners
Job Summary
Wintrust Wealth Management offers comprehensive wealth management solutions to private clients, including high net worth individuals and business owners.
This role involves working directly with clients on IRC Section 1031 tax-deferred exchanges, managing a portfolio of transactions, and processing wires.
The company provides a comprehensive benefits package including medical, dental, vision, life insurance, and a 401(k) with company match.
Matching Summary
Wintrust Wealth Management offers comprehensive wealth management solutions to private clients, including high net worth individuals and business owners.
Salary
Base: $71,000 - $92,000; Bonus/Equity: Eligibility to earn an annual bonus; Benefits: Medical, Dental, Vision, Life insurance, 401(k) with company match, and more
Skills & Requirements
Must-have
IRC Section 1031 tax-deferred exchanges
Client portfolio management
Wire processing for transactions
Communication with clients and referral sources
Nice-to-have
Building referral networks
Team collaboration
Proactive workflow management
Key Requirements
Bachelor's degree in business, finance, or accounting