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Financial Consultant

1 month ago

Chicago, United States Wintrust Financial Full time

Join our team as a Financial Consultant and provide personalized wealth management solutions to our clients. Our division of Wintrust, a financial services company with over $50 billion in assets, is seeking a dedicated individual to build professional relationships, assess clients' financial needs, and develop solid financial plans. If you have a proven track record of successful financial guidance and the ability to analyze market data, we want to hear from you

  • Build rapport and professional relationships with clients, prospects, and colleagues
  • Assess client's overall financial picture, understand their needs, and develop a relevant financial plan
  • Adhere to compliance with all industry rules and regulations
  • Identify and deepen relationships with clients and potential clients
  • Stay updated on new industry trends and research the market to support financial consulting decisions
  • Network, generate leads, and seize opportunities to sell financial products and services

Qualifications:

  • Series 7, 66 or 63 and 65
  • Proven work history as a financial advisor or consultant
  • Consistent track record of successful financial guidance
  • Strong communication, negotiation, and presentation skills
  • Ability to analyze market data and provide data-based financial advice
  • Highly articulate and able to explain complex information clearly and simply
  • Self-motivated with strong working knowledge of financial products and services

Benefits include medical, dental, vision, life insurance, 401k plan, and more. We are proud to be an Equal Opportunity Employer and welcome applicants from diverse backgrounds.