Exceptional verbal and written communication skills
Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions
Job Summary
Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions.
The role involves working directly with clients on IRC Section 1031 tax-deferred exchanges and managing a portfolio of transactions.
Benefits include medical, dental, vision, life insurance, parental leave, and a traditional and Roth 401(k) with company match.
Matching Summary
Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions.
Salary
Base: $71,000 - $92,000; Bonus/Equity: Eligible to earn an annual bonus; Benefits: Medical, Dental, Vision, Life, 401(k) match
Skills & Requirements
Must-have
Bachelor's degree in business or finance
3-5 years title escrow real estate experience
Exceptional verbal and written communication skills
Nice-to-have
Specific knowledge of IRC Section 1031 preferred
Strong interpersonal skills for client relationships
Proficient with Microsoft Office Suite products
Key Requirements
Bachelor's degree in business, finance, or accounting
3-5 years working in title, escrow, or real estate