Financial Associate

2 weeks ago


Bolivar, Missouri, United States Wintrust Financial Full time
About the Role

We are seeking a highly skilled and motivated Financial Associate to join our team at Wintrust Financial. As a Financial Associate, you will play a critical role in supporting our Financial Advisors in delivering exceptional client service and driving business growth.

Key Responsibilities
  • Client Support: Provide administrative support to Financial Advisors, including managing client accounts, tracking correspondence, and generating reports.
  • Relationship Management: Foster strong relationships with clients, Financial Advisors, and internal stakeholders to ensure seamless communication and collaboration.
  • Operational Excellence: Ensure compliance with all processes and procedures, maintain accurate records, and implement efficient operational practices.
  • Business Development: Contribute to business growth by identifying opportunities, developing strategies, and implementing initiatives to drive revenue and client engagement.
Requirements
  • 3+ years of relevant experience in the financial industry and customer service experience.
  • Working knowledge of Microsoft Word, Excel, and Outlook.
  • FINRA Series 7 and 66 licenses and Illinois Insurance License preferred.
What We Offer
  • Award-winning culture with a Top Workplace rating.
  • Competitive pay and discretionary bonus eligibility.
  • Comprehensive benefit package, including medical, dental, vision, life insurance, and 401(k) plan.
  • Family-friendly work hours and opportunities for growth and development.


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