Financial Advisor

Wintrust Wealth Management

Chicago, IL, United States
Commission-based; not specified; comprehensive ben...
Client relationship management
Financial plan development
Sales quota achievement
Wintrust Wealth Management offers comprehensive wealth management solutions, including investment, trust, and asset management services, serving private clients and institutions

Job Summary

  • Wintrust Wealth Management offers comprehensive wealth management solutions, including investment, trust, and asset management services, serving private clients and institutions.
  • The company boasts an award-winning culture, rated a Top Workplace by the Chicago Tribune for eight consecutive years, and offers competitive pay and a comprehensive benefits package.
  • This role offers advisors the benefits of a large corporation with the supportive culture of a boutique firm, emphasizing high standards of service and integrity.

Matching Summary

Wintrust Wealth Management offers comprehensive wealth management solutions, including investment, trust, and asset management services, serving private clients and institutions.

Salary

Commission-based; Not specified; Comprehensive benefits package

Skills & Requirements

Must-have

  • Client relationship management
  • Financial plan development
  • Sales quota achievement
  • Regulatory compliance adherence
  • Financial product knowledge

Nice-to-have

  • Award-winning culture
  • Community banking focus
  • Client retention commitment
  • Team collaboration

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter