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.
We offer advisors the best of both worlds—the technology, products, benefits, and business development opportunities of a large corporation as well as the supportive culture, reputation for personal service, and lasting client relationships of a boutique firm.
We offer competitive pay and discretionary or incentive bonus eligible, a comprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement.
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
Financial product knowledge
Nice-to-have
Award-winning culture
Client retention focus
Community banking service
Promote from within
Key Requirements
Series 7, 66 or 63 and 65
Proven work history as a financial advisor
Consistent track record of successful financial guidance
Ability to analyze market data
Strong communication, negotiation, and presentation skills