Wintrust Wealth Management offers comprehensive wealth management solutions to meet increasingly complex financial goals with the highest standards of service and integrity
Job Summary
Wintrust Wealth Management offers comprehensive wealth management solutions to meet increasingly complex financial goals with the highest standards of service and integrity.
The role involves building rapport with clients, assessing their financial picture, developing financial plans, and adhering to compliance with all industry rules and regulations.
The company offers a competitive pay structure, a comprehensive benefits package, and an award-winning culture with opportunities for growth and development.
Matching Summary
Wintrust Wealth Management offers comprehensive wealth management solutions to meet increasingly complex financial goals with the highest standards of service and integrity.
Skills & Requirements
Must-have
client relationship management
financial planning development
asset gathering
sales quota achievement
industry regulations adherence
Nice-to-have
award-winning culture
boutique firm culture
sophisticated technology access
community banking focus
Key Requirements
Series 7, 66 or 63 and 65
Proven work history as a financial advisor
Consistent track record of successful financial guidance