Financial Advisor - Wintrust Bank
On-site · Elgin, Illinois, United States
Job Summary
As a Financial Advisor associated with LPL Financial at Wintrust Bank, you will join a dedicated team supporting clients in various financial stages. Key responsibilities include building a strong client base using the Bank’s referral system, finding new clients, and creating tailored financial solutions. Required qualifications include Series 7 and 66 licenses, an insurance license, and at least three years of investment sales experience. This role offers access to advanced tools and technology to support your growth in a collaborative environment.
Required Qualifications
- Series 7 license
- Series 66 license (or Series 63/65)
- Insurance license
- Three or more years of investment sales experience
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