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.
The company provides advisors with the technology, products, and business development opportunities of a large corporation, alongside a supportive boutique firm culture.
Wintrust offers a competitive pay structure, a comprehensive benefits package including medical, dental, vision, life, and a 401k plan with a generous company match.
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 and lead generation
Market research and analysis
Compliance with regulations
Nice-to-have
Award-winning culture
Family-friendly work hours
Promote from within culture
Inclusive workplace
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