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Financial Advisor

Wintrust Financial Corporation
Chicago, USA
Full-time
Mid
Onsite
Discovered 2 weeks ago

Full Job Posting

Qualifications

  • Series 7, 66 or 63 and 65
  • Proven work history with experience as a financial advisor, planner, specialist or another relevant role
  • Consistent track record of successful financial guidance
  • Ability to analyze the market data in order to formulate and provide appropriate, data-based financial advice
  • Solid communication, negotiation, and presentation skills
  • Attention to detail and consistent accuracy with all data
  • Highly articulate and able to explain complex information clearly and simplys
  • Self-motivated
  • Strong working knowledge across a variety of financial products and services (debt management, cash management, insurance coverage, investments, etc.)

Benefits

  • Medical Insurance • 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 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
  • Compensation
  • This position is commission-based, with earning directly tied to individual production.
  • From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including 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.

Responsibilities

  • Build rapport and professional relationships with clients, prospects, and colleagues
  • Be committed to client retention, client recruiting, and superior customer service
  • Gather assets for fee-based and traditional brokerage accounts
  • Go on calls with clients and potential clients
  • Maintain a high level of compliance with FINRA, SEC, and firm rules and regulations
  • Meet sales quotas
  • Assess client's overall financial picture, truly understand their needs and then develop a relevant, solid financial plan
  • Oversee the course of financial plans and updating it if necessary, to ensure profits
  • Cultivate our client base and build win-win relationships
  • Adhere to compliance with all industry rules and regulations
  • Administer presentations for new prospects and referrals
  • Work collaboratively with other team members
  • Identify and deepen relationships with clients and potential clients
  • Possess knowledge of a wide array of financial products and services
  • Keep up on new industry trends and research the market to back up financial consulting decisions
  • Network, generate leads and seize opportunities to sell mutual funds, stocks, bonds, etc
  • Other duties, as they arise

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