Financial Advisor

Wintrust

Chicago, Illinois, US
Commission-based; earning tied to individual produ...
Series 7, 66 or 63 and 65 license required
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.
  • Advisors are expected to build rapport, gather assets, develop financial plans, and meet sales quotas while maintaining strict compliance with FINRA and SEC regulations.
  • The role offers competitive commission-based pay, a generous 401k match, and an award-winning culture recognized as a Top Workplace.

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 tied to individual production; Not specified

Skills & Requirements

Must-have

  • Series 7, 66 or 63 and 65 license required
  • Proven work history as financial advisor
  • Ability to analyze market data for advice

Nice-to-have

  • Strong communication and negotiation skills
  • Self-motivated with high attention to detail
  • Experience with diverse financial products

Key Requirements

  • Series 7, 66 or 63 and 65 licenses
  • Proven track record in financial guidance
  • Experience analyzing market data

Work Rights

Not specified

Tailored Resume

Cover Letter