Financial Advisor

Wintrust Wealth Management

Grand Haven, MI, United States
Client relationship management
Financial plan development
Sales quota achievement
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.
  • The company provides advisors with the benefits of a large corporation, including sophisticated technology and resources, alongside the supportive culture of a boutique firm.
  • Employees benefit from an award-winning culture, competitive pay, a comprehensive benefits package, and a promote-from-within philosophy.

Matching Summary

Wintrust Wealth Management offers comprehensive wealth management solutions to private clients, including high net worth individuals and business owners.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial plan development
  • Sales quota achievement
  • Industry 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 financial advisor
  • Successful financial guidance track record
  • Market data analysis skills
  • Strong communication and negotiation skills

Work Rights

Not specified

Tailored Resume

Cover Letter