Financial Advisor - Wintrust Bank
About the role
This employment opportunity at Wintrust Bank in Chicago, IL allows you to join the Investment Program as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.
Responsibilities
- Build a strong client base with the Bank’s exceptional referral system
- Manage several branch territories with significant deposit bases, including current clients needing an advisor
- Find new clients through the bank’s extensive client network
- Create client solutions without proprietary products
- Grow your business with LPL’s comprehensive tools, technology, and support
- Benefit from LPL’s experience in helping financial institutions grow and maximize their investment programs
- Utilize the bank’s reputation and community standing to attract clients
Requirements
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Qualifications
The ideal candidate will have a proven track record in investment sales, excellent communication skills, and a passion for helping clients achieve their financial goals.
Skills
Strong interpersonal skills, ability to build relationships, and proficiency in financial planning and analysis are essential.
Benefits
LPL Financial offers a comprehensive benefits package including health insurance, retirement plans, and paid time off.
Pay
The salary range is dependent on a variety of factors including the applicant's skill level, experience, and work location. This position is also eligible to earn sales incentive compensation.
Schedule
The schedule for this position is flexible and will be determined based on the needs of both the client and the advisor.