Wintrust Wealth Management offers comprehensive wealth management solutions to private clients, including high net worth individuals, business owners, and institutions
Job Summary
Wintrust Wealth Management offers comprehensive wealth management solutions to private clients, including high net worth individuals, business owners, and institutions.
The company provides advisors with the technology and resources of a large corporation alongside the supportive culture of a boutique firm.
Wintrust offers a competitive compensation package, a comprehensive benefits package including a 401k with a generous company match, and an award-winning culture.
Matching Summary
Wintrust Wealth Management offers comprehensive wealth management solutions to private clients, including high net worth individuals, business owners, and institutions.
Skills & Requirements
Must-have
Client relationship management
Financial plan development
Sales quota achievement
Industry compliance adherence
Financial product knowledge
Nice-to-have
Award-winning culture
Client retention focus
Team collaboration
Community banking model
Key Requirements
Series 7, 66 or 63 and 65
Proven work history as a financial advisor
Consistent track record of successful financial guidance