Financial Advisor - Wintrust Bank

LPL Financial; Elgin (IL); On-site; USD 225,000 - 275,000; Full time

Job summary

LPL Financial, in collaboration with Wintrust Bank in Elgin, IL, seeks a Financial Advisor to join their Investment Program. This role allows you to build a client base supported by the bank’s referral system and offers the freedom to create tailored financial solutions for clients without proprietary product constraints.

The ideal candidate must hold a Series 7 and 66 license, along with an insurance license, and have a minimum of three years of investment sales experience. Join us to contribute positively to the community's financial well-being!

Qualifications

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

Responsibilities

• Build a strong client base leveraging the bank’s referral system.
• Create client solutions without proprietary products.
• Support financial goals of existing clients.

Skills

Investment sales experience

Client relationship management

Financial planning

Job description

Overview

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Wintrust Bank in Elgin, 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 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.

Benefits & Opportunities

• The ability to build a strong client base with the bank’s exceptional referral system
• Several branch territories with 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

Partnered Support

• 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

Pay Range: 0 - 250000. 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.