- An award-winning culture We are rated a Top Workplace by the Chicago Tribune (past 9 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
- Promote from within culture
- We employ approximately 300 associates and are responsible for more than $25+ billion of client assets
- Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement
- We hold ourselves to the highest standard of service and integrity in the industry
- We have a strong reputation for quality service and impeccable ethics
- As a Wintrust Wealth Management Financial Associate, you will join one of our elite Chairman's Club teams, supporting one Financial Advisor and working alongside one of our top Senior Financial Associates and Registered Financial Associates. The location is in our downtown Lake Forest, IL bank branch.
- Self-motivated team player who will oversee and ensure timely and accurate distribution of all deliverables and is able to work independently.
- Help in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clients.
- Facilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, generate various performance and activity reports, along with other operational activities.
- Schedule and manage client reviews. Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles. Enter and maintain CRM notes as directed.
- Ensure the Financial Advisor is compliant in following all processes and procedures; maintain clean and up-to-date compliance files.
- Order supplies, keep marketing materials up to date, and keep the office running smoothly.
- Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for team in Salesforce system.
- Cultivate a service environment targeted towards enhancing the client experience.
- Participate in monthly Financial Associate calls/meetings.
- Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.
- 3+ years of relevant experience in the financial industry and customer service experience strongly preferred
- Working knowledge of Microsoft Word, Excel, and Outlook; knowledge of Salesforce desirable
- FINRA Series 7 and 66 licenses required
- Relationship management skills
- A thorough understanding of a client service environment
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Financial Associate - Lake forest, CA, United States - Wintrust Financial
Description
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, The Chicago Trust Company N.A., 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 $50 billion in assets.
Why join us?
Why join this team?
What You Will Do
Qualifications
E.O.E
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 be Chicago's Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
