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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.
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.
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Planner (CFP) designation. As one of our Wealth Management Advisor, Equitable Advisors gives you the tools you need to build your own base of clients. If you want to unlock your potential as a Wealth Management Advisor, apply to join our team at Equitable Advisors.
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The Associate Wealth Advisor is also responsible for developing in-depth investment policy statements and maintaining constant communication with the Asset Management team to ensure the client’s investment needs and objectives are being achieved.
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Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong computer skills and the ability to multitask in a demanding environment Bachelor's degree, preferably in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses.
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Review meeting planner evaluations with the Director of Sales to ensure that issues receive follow-up. Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
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Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
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Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
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Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Bi-lingual Spanish speaking.
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Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit.
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Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA.
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Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
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Client Experience Branding. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
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Recommends banking and investments strategies that align with client financial goals and needs. Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
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