Wti Support Team Specialist Ii

Wintrust Wealth Management

Base: $50,000 - $65,000; bonus/equity: eligibility...
Hybrid
Strong project management skills
Exceptional communication and organizational skills
Highly proficient in microsoft office suite
Wintrust Wealth Management serves the financial needs of private clients with high standards of service and integrity

Job Summary

  • Wintrust Wealth Management serves the financial needs of private clients with high standards of service and integrity.
  • A Support Team Specialist will act as a liaison to internal sales professionals and provide technical support.
  • The estimated salary range for this role is $50,000 - $65,000, along with eligibility to earn an annual bonus.

Matching Summary

Wintrust Wealth Management serves the financial needs of private clients with high standards of service and integrity.

Salary

Base: $50,000 - $65,000; Bonus/Equity: eligibility to earn an annual bonus; Benefits: Medical Insurance, Dental, Vision, Life insurance, and more

Skills & Requirements

Must-have

  • Strong project management skills
  • Exceptional communication and organizational skills
  • Highly proficient in Microsoft Office Suite

Nice-to-have

  • Quality customer service
  • Teamwork and collaboration
  • Understanding of financial markets

Key Requirements

  • Bachelor’s degree in Business, Finance, or Economics
  • FINRA Series 7 and Series 66 required
  • Previous experience in an investment-related field preferred

Work Rights

Not specified

Tailored Resume

Cover Letter