Current jobs related to Financial Advisor - Chicago - Wintrust Financial

  • Financial Advisor

    1 week ago

    chicago, United States STRIDE Financial Full time

    Job Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...

  • Financial Advisor

    3 months ago

    Chicago, United States STRIDE Financial Full time

    Job Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...

  • Financial Advisor

    3 months ago

    Chicago, United States STRIDE Financial Full time

    Job Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...

  • Financial Advisor

    3 months ago

    Chicago, United States Pure Financial Advisors, LLC Full time

    Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in...

  • Voya Chicago Financial Advisor

    4 months ago

    Chicago, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Chicago area to work plan sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and...

  • Financial Advisor Support Specialist

    4 weeks ago

    Chicago, United States AFC Financial Advisory Corporation Full time $40,000 - $60,000

    Job DescriptionJob DescriptionAre you interested in working in the financial services and wealth management industry?Would you like to become a financial advisor?Our firm is offering a truly unique opportunity for just the right candidate. We will hire someone who may be interested in becoming a financial advisor but does not know how to get started. You...

  • Financial Advisor

    7 days ago

    Chicago, United States Thrivent Full time

    Meaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your...

  • Financial Advisor

    4 days ago

    Chicago, United States Thrivent Full time $150,000

    *Meaningful work. Rewarding career.*In order to make an application, simply read through the following job description and make sure to attach relevant documents.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you...

  • Financial Advisor

    1 month ago

    Chicago, United States New York Life - Todd Couture Full time

    Job DescriptionJob DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication...

  • Financial Advisor

    2 months ago

    Chicago, United States RK Partners Full time

    Job DescriptionJob DescriptionAs a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has...

  • Financial Advisor Trainee

    1 week ago

    Chicago, Illinois, United States Northwestern Mutual - Greater Chicago Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual - Greater Chicago, we're committed to helping you achieve your career goals and make a meaningful impact on the lives of others. Our Financial Advisor Preparatory Program is designed to equip you with the skills and knowledge you need to succeed in this rewarding field.Program HighlightsGain...

  • Financial Advisor

    4 months ago

    Chicago, United States RK Partners Full time

    Financial Advisor You are a driven individual with an entrepreneurial spirit. You love visiting with people and feel accomplished when you help someone find a solution to a problem. You believe giving is better than receiving, especially when it comes to your community. If you are looking to launch a new career as a financial advisor, then we're committed to...

  • Financial Advisor

    5 days ago

    Chicago, United States RK Partners Full time

    Financial Advisor You are a driven individual with an entrepreneurial spirit. You love visiting with people and feel accomplished when you help someone find a solution to a problem. You believe giving is better than receiving, especially when it comes to your community. If you are looking to launch a new career as a financial advisor, then we're committed to...

  • Financial Advisor

    5 days ago

    Chicago, United States Thrivent Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Thrivent. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and live more generous lives.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs...

  • Financial Advisor Recruiter

    2 weeks ago

    Chicago, Illinois, United States TERRANA GROUP LLC Full time

    {"Role Overview====================This is a full-time role as a Recruiter in Chicago | Transition Consultant for Financial Advisors. The role involves recruiting, and transition consulting for investment securities professionals. The day-to-day tasks include cold calling to source and screening candidates, providing support throughout the placement process,...

  • Senior Financial Advisor

    4 months ago

    Chicago, United States Moneta Corporation Full time

    Company Description Are you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta, one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. Here, you can amplify your client service without sacrificing ownership or control. At Moneta, we've crafted...

  • Financial Advisor Recruiter

    5 days ago

    Chicago, Illinois, United States TERRANA GROUP Full time

    Job Title: Recruiter | Transition ConsultantTERRANA GROUP LLC is a nationally recognized Financial Advisor recruiting firm and business development consulting company based in Chicago, IL.With over 3000 professional placements under our belt, we have strong relationships with key decision makers at top financial firms and offer expertise in interpreting the...

  • Financial Services Professional

    1 week ago

    Chicago, Illinois, United States Lakeshore Financial Group Full time

    {"title": "Financial Advisor Opportunity", "content": "Unlock Your Potential with Lakeshore Financial GroupAre you a driven professional seeking a challenging and rewarding career in financial services? Lakeshore Financial Group is seeking a motivated Financial Advisor to join their Chicago team.As a Financial Advisor, you will have the opportunity to...

  • Financial Advisor Preparatory Program

    4 months ago

    Chicago, United States Northwestern Mutual - Greater Chicago Full time

    Job DescriptionJob DescriptionFINANCIAL ADVISOR PREPARATORY PROGRAMYou will gain hands-on and real-world experience as you begin on the career path of becoming a Financial Advisor. Through our personal and professional development training, you will not only learn how to build and maintain relationships within your community, but you will also have the...

  • Senior Financial Planning Advisor

    1 month ago

    Chicago, Illinois, United States The University of Chicago Medicine Full time

    Position Overview:Become an integral part of a prestigious academic healthcare institution at The University of Chicago Medicine as a Senior Financial Planning Advisor within the Financial Reporting division. This position offers a hybrid work model, requiring occasional in-office presence based on project needs.Role Summary:The Senior Financial Planning...

Financial Advisor

3 months ago

Chicago, United States Wintrust Financial Full time

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets. Wintrust is a financial holding company with approximately $50 billion in assets under management and traded on the NASDAQ: WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units, including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services, and qualified intermediary services for tax-deferred exchanges.

Why join us? An award-winning culture We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years) 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 Family-friendly work hours Promote from within culture

Why join this team? 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 We hold ourselves to

the highest standards of service and integrity in the industry W e have a strong reputation for quality service and impeccable ethics

What You'll Do Build rapport and professional relationships with clients, prospects, and colleagues Be committed to client retention, client recruiting, and superior customer service Gather assets for fee-based and traditional brokerage accounts Go on calls with clients and potential clients Maintain a high level of compliance with FINRA, SEC, and firm rules and regulations M eet sales quotas A ssess client's overall financial picture, truly understand their needs and then develop a relevant, solid financial plan Oversee the course of financial plans and updating it if necessary, to ensure profits Cultivate our client base and build win-win relationships Adhere to compliance with all industry rules and regulations Administer presentations for new prospects and referrals Work collaboratively with other team members Identify and deepen relationships with clients and potential clients Possess knowledge of a wide array of financial products and services Keep up on new industry trends and research the market to back up financial consulting decisions N etwork, generate leads and seize opportunities to sell mutual funds, stocks, bonds, etc Other duties, as they arise

Qualifications Series 7, 66 or 63 and 65 Proven work history with experience as a financial advisor, planner, specialist or another relevant role Consistent track record of successful financial guidance Ability to analyze the market data in order to formulate and provide appropriate, data-based financial advice Solid communication, negotiation, and presentation skills Attention to detail and consistent accuracy with all data Highly articulate and able to explain complex information clearly and simply s Self-motivated Strong working knowledge across a variety of financial products and services (debt management, cash management, insurance coverage, investments, etc.)

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

EEOC Statement

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

#J-18808-Ljbffr