Wintrust Wealth Management offers comprehensive wealth management solutions, including investment, trust, and asset management services
Job Summary
Wintrust Wealth Management offers comprehensive wealth management solutions, including investment, trust, and asset management services.
The company provides advisors with the technology, products, and business development opportunities of a large corporation, alongside the supportive culture of a boutique firm.
Wintrust is committed to fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed.
Matching Summary
Wintrust Wealth Management offers comprehensive wealth management solutions, including investment, trust, and asset management services.
Skills & Requirements
Must-have
client relationship management
financial plan development
sales quota achievement
asset gathering
regulatory compliance
Nice-to-have
award-winning culture
boutique firm culture
client retention focus
inclusive workplace
Key Requirements
Series 7, 66 or 63 and 65
Proven work history as a financial advisor
Consistent track record of successful financial guidance