Financial Advisor

Countryside Bank

Commission-based; earning directly tied to individ...
Series 7 license required
Series 66 or 63/65 license required
Proven financial advisor experience
Wintrust Wealth Management serves private clients including high net worth individuals and business owners with comprehensive wealth solutions

Job Summary

  • Wintrust Wealth Management serves private clients including high net worth individuals and business owners with comprehensive wealth solutions.
  • The role involves building rapport with clients, assessing their financial needs, and developing solid financial plans to meet complex goals.
  • Employees enjoy an award-winning culture rated a Top Workplace by the Chicago Tribune with competitive pay and comprehensive benefits.

Matching Summary

Wintrust Wealth Management serves private clients including high net worth individuals and business owners with comprehensive wealth solutions.

Salary

Commission-based; earning directly tied to individual production; Not specified

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • Proven financial advisor experience
  • Client retention and recruiting skills
  • Sales quota achievement capability

Nice-to-have

  • High net worth client experience
  • Strong market research abilities
  • Award-winning culture fit
  • Family-friendly work hours preference
  • Promote from within culture alignment

Key Requirements

  • Series 7 certification
  • Series 66 or 63 and 65 certification
  • Proven work history as financial advisor
  • Track record of successful financial guidance

Work Rights

Not specified

Tailored Resume

Cover Letter