Wealth Advisor: Build Elite Client Portfolios

Talentify; Chicago (IL); On-site; USD 70,000 - 140,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life Insurance

401(k) with company match

Disability Insurance

Parental Leave

Employee Stock Purchase Plan

Tuition reimbursement

Job summary

Wintrust Wealth Management is seeking a driven financial advisor to build relationships with clients, prospects, and colleagues in Chicago. You will gather assets, support client recruitment, and participate in calls with clients while maintaining strict FINRA and SEC compliance.

The role requires a proven track record in financial guidance, strong analytical skills, and excellent communication. Expect a commission-based compensation structure with opportunities for growth within a reputable

Qualifications

• Series 7, 66 or 63 and 65 licenses required.
• Proven work history as a financial advisor, planner, or related role.
• Strong track record of providing financial guidance.
• Ability to analyze market data to provide data-based financial advice.
• Excellent communication, negotiation, and presentation skills.
• Detail-oriented with high accuracy.
• Self-motivated with broad knowledge of financial products and services.

Responsibilities

• Build rapport and professional relationships with clients, prospects, and colleagues.
• Aim for client retention, client recruitment, and superior customer service.
• Gather assets for fee-based and traditional brokerage accounts.
• Go on calls with clients and potential clients.
• Maintain compliance with FINRA, SEC, and firm rules and regulations.
• Meet sales quotas and develop solid financial plans.
• Oversee financial plans and update to ensure profits.
• Cultivate client base and build win-win relationships.
• Adhere to industry rules and regulations.

Skills

Licensing knowledge

Financial advising

Market analysis

Communication skills

Attention to detail

Self-motivation

Financial products knowledge

Presentation skills

Job description

Wintrust Wealth Management is seeking a driven financial advisor to build relationships with clients, prospects, and colleagues in Chicago. You will gather assets, support client recruitment, and participate in calls with clients while maintaining strict FINRA and SEC compliance.

The role requires a proven track record in financial guidance, strong analytical skills, and excellent communication. Expect a commission-based compensation structure with opportunities for growth within a reputable