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Wealth Management Consultant
2 months ago
Wintrust Wealth Management is dedicated to addressing the financial requirements of individual clients, including affluent individuals, entrepreneurs, and institutions.
Since our inception in 1931, we have been assisting clients in achieving their increasingly intricate financial objectives with the utmost standards of service and integrity.
Through our four subsidiaries, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we provide all-encompassing wealth management solutions, which encompass investment, trust, and asset management services.
Wintrust Wealth Management operates under Wintrust, a financial services entity managing over $50 billion in assets.Wintrust is a financial holding company with approximately $50 billion in assets under management and is publicly traded.
Our Commitment to Excellence
We pride ourselves on an award-winning culture, recognized as a Top Workplace by the Chicago Tribune for the past eight years and receiving the Employee Recommended award by the Globe & Mail for the past six years.
We offer competitive compensation along with discretionary or incentive bonuses.
Our comprehensive benefits package includes medical, dental, vision, life insurance, a 401k plan with a generous company match, and tuition reimbursement, among others.
We maintain family-friendly work hours and promote a culture of internal advancement.
Why Choose This Role?
We provide advisors with the advantages of both a large corporation—technology, products, benefits, and business development opportunities—and the supportive environment, reputation for personal service, and enduring client relationships typical of a boutique firm.
We hold ourselves to the highest standards of service and integrity within the industry, backed by a strong reputation for quality service and impeccable ethics.
Key Responsibilities
- Establish and nurture professional relationships with clients, prospects, and colleagues.
- Commit to client retention, recruitment, and exceptional customer service.
- Gather assets for fee-based and traditional brokerage accounts.
- Attend meetings with clients and potential clients.
- Maintain compliance with FINRA, SEC, and internal regulations.
- Meet sales targets.
- Evaluate clients' overall financial situations, understand their needs, and develop relevant financial plans.
- Oversee financial plans and update them as necessary to ensure profitability.
- Cultivate client relationships and build mutually beneficial connections.
- Adhere to compliance with all industry regulations.
- Deliver presentations for new prospects and referrals.
- Collaborate with team members.
- Identify and strengthen relationships with clients and prospects.
- Possess knowledge of a diverse range of financial products and services.
- Stay informed on industry trends and conduct market research to support financial consulting decisions.
- Network, generate leads, and pursue opportunities to sell mutual funds, stocks, bonds, etc.
- Perform other duties as required.
Qualifications
- Series 7, 66 or 63 and 65 licenses.
- Proven experience as a financial advisor, planner, specialist, or in a similar role.
- Consistent record of successful financial guidance.
- Ability to analyze market data to provide informed, data-driven financial advice.
- Strong communication, negotiation, and presentation skills.
- Attention to detail and accuracy with all data.
- Highly articulate, capable of explaining complex information clearly and simply.
- Self-motivated with a strong understanding of various financial products and services (debt management, cash management, insurance, investments, etc.).
Benefits
- Medical Insurance
- Dental Coverage
- Vision Insurance
- Life Insurance
- Accidental Death and Dismemberment Insurance
- 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 a 5% discount
- Critical Illness Insurance
- Accident Insurance
- Transportation and Commuting Benefits
- Banking Benefits
- Pet Insurance
Equal Opportunity Employment
Wintrust is proud to serve diverse communities and individuals from all backgrounds. To fulfill our mission, we strive to reflect that diversity in our workforce and practices. Wintrust Financial Corporation, including its 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.
