Financial Advisor - Wintrust Bank

LPL Financial; Chicago (IL); On-site; USD 135,000 - 165,000; Full time

Job summary

LPL Financial is seeking a Financial Advisor to join their Investment Program at Wintrust Bank in Chicago, IL. As a Financial Advisor, you'll leverage a strong referral system and exceptional branch territories to build a client base. Your role includes developing customized financial solutions tailored to your clients' goals. Candidates must have a Series 7 and 66 license, insurance license, and at least three years of investment sales experience. The salary range is between $0 and $150,000, reflecting experience and location.

Qualifications

• Series 7 and 66 (63/65) licenses are required.
• An insurance license is necessary.
• Minimum of three years of experience in investment sales.

Responsibilities

• Build and maintain a strong client base through referrals.
• Develop customized financial solutions for clients.
• Leverage the bank's reputation to attract new clientele.

Skills

Client relationship management

Investment sales

Financial advising

Job description

Financial Advisor – Wintrust Bank

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Wintrust Bank in Chicago, IL would allow you to join the Investment Program at Wintrust Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Wintrust Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Wintrust Bank for financial solutions. This position will offer:

• The ability to build a strong client base with the Bank’s exceptional referral system
• Several branch territories with a significant deposit base, which includes current clients who need an advisor to support their financial goals
• The opportunity to find new clients via the bank’s client base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the bank’s reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third‑party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

Requirements:

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Tracking # 1-05026674

Pay Range: 0 - 150,000

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.