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Financial Associate
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Full-time
- Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.
- 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.
- One of the largest and most established Chicago-based wealth management firms, Wintrust Investments, LLC, seeks a Financial Associate professional to join our sales team to provide sales and administrative support for our Financial Advisor located in the Greater Milwaukee Area.
- As a Wintrust Wealth Management Financial Associate, you will be supporting our Financial Advisor in the Wintrust Greater Milwaukee area location.
- Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles.
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