Wealth and Insurance Solutions Expert
1 day ago
As a Wealth and Insurance Product Specialist at Wintrust Financial, you will play a crucial role in providing high-quality insurance solutions to clients. Working closely with internal partners such as private bankers, financial advisors, and trust administrators, you will analyze client data to understand current and long-term financial goals.
Key Responsibilities- Meet with internal partners and clients to review client objectives and develop customized insurance plans.
- Understand and articulate financial and estate planning techniques.
- Stay up-to-date on industry trends and continuing education requirements.
- Bachelor's Degree from an accredited college or university.
- Applicable insurance licenses.
- 10+ years of industry experience, preferably in wealth management.
- Demonstrated expertise in delivering sophisticated insurance solutions to high-net-worth clients.
- An estimated salary range of $100,000 - $150,000 per year, depending on experience.
- A comprehensive benefits package, including medical, dental, vision, life insurance, and more.
- Opportunities for professional growth and development within the company.
Wintrust Financial is a leading financial services company dedicated to serving unique communities and people from all walks of life. We are committed to creating a diverse and inclusive workplace that reflects our values of integrity, respect, and excellence.
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