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Certified Financial Planner (CFP), Certified Wealth Strategist, and/or Accredited Investment Fiduciary designations or equivalent are desired. Deliver a distinctive client experience that leverages our unique value proposition through the referral of wealth, mortgage, insurance, private banking and consumer banking.
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Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.
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As a Senior Wealth Advisor, you'll play a critical role in our mission to transform the industry. Savvy Wealth is a technology-driven RIA shaping the future of wealth management.
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State Bank of the Lakes is looking for dynamic and entrepreneurial Business Banking Relationship Manager to support our market in Kenosha County, WI. This position supports small to mid-sized businesses with revenues up to $30 million.
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Assist clients with meeting their tax and financial planning objectives by using a range of tools (including wealth transfer and estate planning). CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
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Wealth Advisor "I don't predict the future, but as your Wealth Advisor , I can certainly help you financially prepare for a surprise unicorn or two. Do you possess a Wealth Advisor background with a well-established client portfolio but find yourself dissatisfied with your current firm.
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