Job Summary

• Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.
• Work directly with clients on IRC Section 1031 tax-deferred exchanges and manage a portfolio of transactions.
• Benefits include Medical, Dental, Vision, Life insurance, 401(k) with company match, and an Employee Stock Purchase Plan at a 5% discount.

Matching Summary

Salary

$71,000 - $92,000; Bonus eligibility; Comprehensive benefits package

Skills & Requirements

Key Requirements

• Bachelor's degree in business, finance, or accounting
• 3-5 years working in title, escrow, or real estate
• Specific knowledge of IRC Section 1031
• Exceptional verbal and written communication skills
• Strong interpersonal skills
• Excellent organizational skills
• Proficient with Microsoft Office Suite

Work Rights