A Wintrust Investments (WTI) Support Team Specialist is part of a dynamic team of professionals that operate in a fast-paced environment supporting Wintrust Investments, a division of Wintrust Financial
Job Summary
A Wintrust Investments (WTI) Support Team Specialist is part of a dynamic team of professionals that operate in a fast-paced environment supporting Wintrust Investments, a division of Wintrust Financial.
Provide training to sales professionals on desktop technology and operational processes.
The estimated salary range for this role is $50,000 - $65,000, along with eligibility to earn an annual bonus.
Matching Summary
A Wintrust Investments (WTI) Support Team Specialist is part of a dynamic team of professionals that operate in a fast-paced environment supporting Wintrust Investments, a division of Wintrust Financial.
Salary
Base: $50,000 - $65,000; Bonus/Equity: Eligibility to earn an annual bonus; Benefits: Medical Insurance, Dental, Vision, Life insurance, Accidental death and dismemberment, Short-term and long term Disability Insurance, Parental Leave, Employee Assistance Program (EAP), Traditional and Roth 401(k) with company match, Flexible Spending Account (FSA), Employee Stock Purchase Plan at 5% discount, Critical Illness Insurance, Accident Insurance, Transportation and Commuting Benefits, Banking Benefits, Pet Insurance
Skills & Requirements
Must-have
desktop technology support
onboarding new sales professionals
financial markets understanding
investment products knowledge
customer service
teamwork
Nice-to-have
exceptional communication
organizational skills
build sustainable relationships
follow up on inquiries
Key Requirements
FINRA Series 7 and Series 66 required
insurance license desired
Proven superior verbal and written communication skills
Previous experience in an investment-related field, finance, or banking is preferred