Financial Advisor

Bank of Oak Park

Oak Park, IL, US
Commission-based; earning tied to individual produ...
Series 7 license required
Series 66 or 63/65 license required
Proven financial advisor experience
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 tailored to client needs.
  • Employees enjoy an award-winning culture rated as a Top Workplace by the Chicago Tribune with competitive pay 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 tied to individual production; Not specified base salary

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • Proven financial advisor experience
  • Client retention and recruiting skills
  • Compliance with FINRA and SEC rules

Nice-to-have

  • Strong communication and negotiation skills
  • Ability to explain complex information simply
  • Self-motivated with a track record of success
  • Knowledge of diverse financial products
  • Experience with high net worth individuals

Key Requirements

  • Series 7, 66, or 63 and 65 licenses
  • Proven work history as a financial advisor
  • Consistent track record of successful guidance

Work Rights

Not specified

Tailored Resume

Cover Letter