Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions
Job Summary
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.
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.
Competitive pay and discretionary or incentive bonus eligible Comprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a few.
Matching Summary
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.
Skills & Requirements
Must-have
client relationship management
financial planning development
asset gathering for accounts
sales quota achievement
market trend research
Nice-to-have
award-winning culture
community banking focus
boutique firm culture
lasting client relationships
Key Requirements
Series 7, 66 or 63 and 65
Proven work history as a financial advisor
Consistent track record of successful financial guidance