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 benefits of a large corporation alongside the supportive culture of a boutique firm.
Employees receive a competitive compensation structure, a comprehensive benefits package, and opportunities for professional growth within an award-winning culture.
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
regulatory compliance adherence
asset gathering for accounts
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 financial advisor
Consistent track record of successful financial guidance