Client Relationship Financial Advisor

1 week ago

Hawthorn Woods, Illinois, United States Wintrust Financial Full time
About Wintrust Financial:
Wintrust is a prominent financial holding entity managing approximately $50 billion in assets and publicly traded on the NASDAQ: WTFC. Our foundation is built on the "HAVE IT ALL" philosophy, which combines advanced technology and resources of a large banking institution with a commitment to personalized, service-oriented community banking for every customer.

We operate fifteen community bank subsidiaries, boasting over 170 banking locations throughout the greater Chicago and southern Wisconsin regions. In addition to our banking services, Wintrust also encompasses various non-banking business units, including commercial and life insurance premium financing, short-term accounts receivable financing, outsourced administrative services, mortgage origination and purchase, wealth management services, and qualified intermediary services for tax-deferred exchanges.

At Wintrust, we strive to be a viable alternative to larger banking institutions. We are seeking exceptional talent to join our team as a full-time Client Relationship Financial Advisor.

Why Choose Wintrust?
- Recognized for our outstanding workplace culture, we have been honored as a Top Workplace by the Chicago Tribune for the past decade and received the Employee Recommended award from the Globe & Mail for six consecutive years.
- Competitive compensation package with eligibility for an annual discretionary bonus.
- Comprehensive benefits including medical, dental, vision, life insurance, a 401(k) plan with a generous company match, and tuition reimbursement, among others.
- Family-friendly work hours.
- Opportunities for career growth and development across our 175+ community bank locations.
- A culture that promotes internal advancement.

Your Role:
As a Client Relationship Financial Advisor, you will cultivate and maintain meaningful relationships with customers, leveraging your financial expertise to propose tailored solutions that meet their needs. In this dual capacity, you will contribute to the branch's success by:

- Establishing enduring relationships with clients, identifying their financial requirements, and customizing product and service recommendations.
- Collaborating with business partners in Mortgage and Wealth Management to connect clients with specialists for their unique needs.
- Managing a teller drawer to assist customers in the lobby and drive-up.
- Opening accounts, performing account maintenance, and guiding customers through digital product offerings.
- Identifying potential fraud and other risks.
- Depending on your shift, you may be responsible for the bank's opening and closing procedures.
- Supporting community and bank events.

Qualifications:
- 1-3 years of experience in customer service, financial services, or sales roles.
- High School Diploma or GED required.
- Willingness to travel to other locations as necessary.
- Intermediate computer proficiency.

Benefits:
- Medical Insurance including:
- Dental
- Vision
- Life Insurance
- Accidental Death and Dismemberment
- 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

At Wintrust, we take pride in serving diverse communities and individuals from all walks of life. To truly be Chicago's Bank and Wisconsin's Bank, we must reflect the diversity of the communities we serve, the individuals we employ, the organizations we partner with, and our banking and lending practices. Wintrust Financial Corporation is an Equal Opportunity Employer, ensuring that all qualified applicants 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.

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