Financial Advisor - Wintrust Bank
About the role
This employment opportunity at Wintrust Bank in Elgin, IL would allow you to join the Investment Program at Wintrust Bank 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 base, including current clients who need an advisor to support their financial goals
- Find new clients via the bank’s client base
- Create client solutions without proprietary products
- Grow your business with LPL’s combination of tools, technology, and support
- Capitalize on the bank’s reputation and community standing
Requirements
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Qualifications
The Investment Program at Wintrust Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.
Skills
Your partnership includes: Access to our proprietary technology and a suite of customized services, an open architecture platform with access to thousands of investment products from leading third-party product sponsors, resources and expertise across the firm to help you create client solutions, and the freedom to create solutions specific to your client’s goals.
Benefits
The ability to grow your career and business, helping the people and families that look to Wintrust Bank for financial solutions.
Pay
The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
Schedule
Not specified.