Financial Advisor
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-01-10
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Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Financial Analyst
Wintrust Wealth Management provides a broad range of financial services to private clients and institutions. Founded in 1931, the firm is one of the oldest and most respected financial service providers based in the Midwest. We offer trust and estate services through The Chicago Trust Company, brokerage and investment planning through Wintrust Investments, institutional money management through Great Lakes Advisors, and 1031 exchange services through the Chicago Deferred Exchange Company.
Role DescriptionThis is a full-time hybrid role for a Financial Advisor. The role is located in Illinois, West Michigan, Indiana, Wisconsin and Florida but some work from home is acceptable. The Financial Advisor will be responsible for providing tailored financial advice, conducting financial planning, retirement planning, and managing investments. Day-to-day tasks will include meeting with clients, assessing their financial needs, developing personalized financial plans, and advising on investment strategies.
Qualifications- 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
- CFA, CFP, or other relevant certification is a plus
- Bachelor's degree in Finance, Economics, Business, or related field
- Entry level
- Full-time
- Finance and Sales
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