.Financial Associate Wintrust Financial El Toro, United States Posted 1 day ago Permanent CompetitiveWintrust 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.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 eligibleComprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a fewPromote from within cultureWhy join this team?We employ approximately 300 associates and are responsible for more than $25+ billion of client assetsS trong track record of valuing and investing in existing talent by providing opportunities for growth and advancementWe hold ourselves to the highest standard of service and integrity in the industryW e have a strong reputation for quality service and impeccable ethicsWhat You Will DoAs 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
