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Financial Services Professional

1 month ago

Chicago, Illinois, United States Wintrust Full time
Financial Advisor Job Description

At Wintrust, we're committed to providing exceptional financial services to our clients. As a Financial Advisor, you'll play a key role in helping individuals and businesses achieve their financial goals.

Key Responsibilities:
  • Build strong relationships with clients to understand their financial needs and goals
  • Develop and implement personalized financial plans to help clients achieve their objectives
  • Provide expert advice on investment, insurance, and retirement planning
  • Stay up-to-date on market trends and economic changes to ensure clients are well-informed
  • Collaborate with other team members to deliver comprehensive financial solutions
Requirements:
  • Series 7, 66, or 63 and 65 licenses
  • Proven experience in financial services or a related field
  • Strong communication and interpersonal skills
  • Ability to analyze complex financial data and provide clear recommendations
  • Self-motivated and results-driven
Benefits:
  • Competitive compensation and bonus structure
  • Comprehensive benefits package, including medical, dental, and vision insurance
  • 401(k) plan with company match
  • Flexible work arrangements and professional development opportunities

Wintrust is an Equal Opportunity Employer and welcomes applications from diverse candidates. If you're passionate about delivering exceptional financial services and building strong relationships with clients, we encourage you to apply for this exciting opportunity.