Financial Advisor

Wintrust Financial Corporation

Chicago, Illinois, US
Commission-based; earning tied to individual produ...
Series 7, 66 or 63 and 65 licenses
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.
  • The role involves building rapport with clients, gathering assets for brokerage accounts, and developing solid financial plans based on client needs.
  • Employees enjoy an award-winning culture rated a Top Workplace by the Chicago Tribune with competitive pay, discretionary bonuses, and comprehensive benefits.

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 licenses
  • Proven work history as financial advisor
  • Ability to analyze market data for advice
  • Strong communication and negotiation skills
  • Knowledge of debt management and insurance

Nice-to-have

  • Self-motivated with strong work ethic
  • Experience with high net worth clients
  • Commitment to integrity and service standards
  • Ability to explain complex information simply

Key Requirements

  • Series 7, 66 or 63 and 65 certification
  • Proven track record in financial guidance
  • Experience in fee-based and traditional brokerage

Work Rights

Not specified

Tailored Resume

Cover Letter