Financial Advisor

Grand Haven, MI - USA

Monthly Salary: Not Disclosed

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

Wintrust Wealth Management serves the financial needs of private clients including high net worth individuals business owners and institutions. Since our founding in 1931 we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies Wintrust Investments LLC Wintrust Private Trust. Great Lakes Advisors LLC and The Chicago Deferred Exchange Company LLC we offer comprehensive wealth management solutions including investment trust and asset management services. Wintrust Wealth Management is a division of Wintrust a financial services company with more than $66 billion in assets.

Wintrust is a financial holding company with approximately $50 billion in assets under management and traded on the NASDAQ: WTFC. Built on the HAVE IT ALL model Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally Wintrust operates various non-bank business units including commercial and life insurance premium financing short-term accounts receivable financing out-sourced administrative services mortgage origination and purchase wealth management services and qualified intermediary services for tax-deferred exchanges.

Why join us

An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and discretionary or incentive bonus eligible
Comprehensive benefits package including medical dental vision life a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
Promote from within culture

Why join this team

We offer advisors the best of both worldsthe technology products benefits and business development opportunities of a large corporation as well as the supportive culture reputation for personal service and lasting client relationships of a boutique firm
We hold ourselves to the highest standards of service and integrity in the industry
We have a strong reputation for quality service and impeccable ethics

What Youll Do

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 clients 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

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.)

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

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 build a company that reflects the communities we serve we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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 sex age national origin disability veteran status genetic information and other legally protected categories.

Required Experience:

Unclear Seniority