Senior Wealth Advisor – Client Growth & Planning

Wintrust Financial Corporation; Chicago (IL); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life Insurance

Disability Insurance

Parental Leave

401(k) Match

FSA

ESPP

Job summary

Wintrust Wealth Management is seeking a licensed financial advisor to serve high-net-worth clients and business owners in the Chicago area. The role focuses on building relationships, gathering assets, and delivering comprehensive financial plans while meeting regulatory requirements.

The position is commission-based, with earnings tied to individual production, and sits within a culture that emphasizes service, integrity, and community banking values.

Qualifications

• Series 7, 66 or 63 and 65.
• Proven work history as a financial advisor, planner, specialist or similar role.
• Ability to analyze market data to provide data-based financial advice.
• Strong communication, negotiation, and presentation skills.
• Attention to detail and accuracy in all data.
• Self-motivated with a broad knowledge of financial products.

Responsibilities

• Build rapport and professional relationships with clients, prospects, and colleagues.
• Aim for client retention, client recruitment, and superior service.
• Gather assets for fee-based and traditional brokerage accounts.
• Go on calls with clients and prospects.
• Maintain compliance with FINRA, SEC, and firm rules.
• Meet sales quotas.
• Develop and manage financial plans for clients.

Skills

Series 7/66/63/65

Financial advisory experience

Market analysis

Communication skills

Presentation skills

Attention to detail

Self-motivation

Product knowledge

Job description

Wintrust Wealth Management is seeking a licensed financial advisor to serve high-net-worth clients and business owners in the Chicago area. The role focuses on building relationships, gathering assets, and delivering comprehensive financial plans while meeting regulatory requirements.

The position is commission-based, with earnings tied to individual production, and sits within a culture that emphasizes service, integrity, and community banking values.