Financial Advisor

Wintrust Wealth Management

Chicago, IL, United States
Commission-based; earning directly tied to individ...
Series 7, 66 or 63 and 65 licenses
Proven work history as financial advisor
Ability to analyze market data for advice
Wintrust Wealth Management serves private clients including high net worth individuals and business owners with comprehensive wealth management solutions

Job Summary

  • Wintrust Wealth Management serves private clients including high net worth individuals and business owners with comprehensive wealth management solutions.
  • The role involves building rapport with clients, gathering assets for accounts, and developing relevant financial plans while adhering to strict compliance regulations.
  • Employees enjoy an award-winning culture rated a Top Workplace by the Chicago Tribune with competitive pay, discretionary bonuses, and comprehensive benefits.

Matching Summary

Wintrust Wealth Management serves private clients including high net worth individuals and business owners with comprehensive wealth management solutions.

Salary

Commission-based; earning directly tied to individual production; Not specified

Skills & Requirements

Must-have

  • Series 7, 66 or 63 and 65 licenses
  • Proven work history as financial advisor
  • Ability to analyze market data for advice
  • Strong communication and negotiation skills
  • Track record of successful financial guidance

Nice-to-have

  • Self-motivated with strong work ethic
  • Knowledge of diverse financial products
  • Commitment to high standards of service
  • Experience with fee-based brokerage accounts
  • Ability to explain complex information simply

Key Requirements

  • Series 7, 66 or 63 and 65 license required
  • Proven experience as financial advisor or planner
  • Consistent track record of financial guidance

Work Rights

Not specified

Tailored Resume

Cover Letter