Financial Advisor

Wintrust Wealth Management

Chicago, IL, USA
Client retention and recruiting
Compliance with industry regulations
Financial planning and analysis
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.
  • Advisors are offered the technology and resources of a large corporation along with a supportive culture.
  • The company promotes from within and has a strong reputation for quality service and ethics.

Matching Summary

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

Skills & Requirements

Must-have

  • Client retention and recruiting
  • Compliance with industry regulations
  • Financial planning and analysis

Nice-to-have

  • Strong communication skills
  • Ability to build client relationships
  • Self-motivated and detail-oriented

Key Requirements

  • Series 7, 66 or 63 and 65
  • Proven work history as a financial advisor
  • Ability to analyze market data

Work Rights

Not specified

Tailored Resume

Cover Letter