Wintrust Wealth Management · 2 weeks ago
Financial Advisor
Chicago, IL
Full-time
Hybrid
Mid LevelWintrust Wealth Management is one of the oldest and most respected financial service providers based in the Midwest. They are seeking a Financial Advisor to provide tailored financial advice and manage investments for their clients.
Asset ManagementFinancial ServicesInsuranceWealth Management
Responsibilities
Providing tailored financial advice
Conducting financial planning
Retirement planning
Managing investments
Meeting with clients
Assessing their financial needs
Developing personalized financial plans
Advising on investment strategies
Qualification
Required
Expertise in Financial Planning, Retirement Planning, and Financial Advisory
Strong knowledge of Finance and Investments
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Bachelor's degree in Finance, Economics, Business, or related field
Preferred
CFA, CFP, or other relevant certification is a plus
Company
Wintrust Wealth Management
Wintrust Wealth Management is a financial services company that offers investment planning, brokerage, and insurance solutions.
Founded in 1931
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mary Ann Korenic
Chief Executive Officer - The Chicago Trust Company, N.A.
Michael Smyth
Chief Financial Officer
Recent News
Investment News
2025-04-30
Company data provided by crunchbase