WI3659897

1

High School Diploma/GED

High School Diploma/GED Equivalent

First Shift (Day)

40

JOB REQUIREMENTS: Financial Associate - 24465
DESCRIPTION/RESPONSIBILITIES: As a Wintrust Wealth Management Financial
Associate, you will be supporting our Financial Advisor in the Wintrust
Greater Milwaukee area location. What You\'ll Do \* 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, and
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 team is compliant in following all processes
and procedures; maintain clean and up-to-date compliance files. \* Work
to deepen and enhance inter-company relationships. Manage banker
referral flow activity for the team in the Salesforce system. \*
Cultivate a service environment targeted towards enhancing the client
experience \* Handle various client communications and mailings,
including monthly newsletters, birthday cards, Christmas cards, etc. Why
join us? \* An award-winning culture! We are rated a Top Workplace by
the Chicago Tribune (past 10 years) and Employee Recommended award by
the Globe & Mail (past 6 years) \* Competitive pay and discretionary or
incentive bonus eligible \* Comprehensive benefit package including
medical, dental, vision, life, a 401k plan with a generous company match
and tuition reimbursement to name a few \* Family-friendly work hours \*
With 175+ community bank locations, we offer opportunities to grow and
develop in your career \* Promote from within culture Benefits Medical
Insurance \* Dental \* Vision \* Life insurance \* Accidental death and
dismemberment \* Short-term and long term Disability Insurance \*
Parental Leave \* Employee Assistance Program (EAP) \* Traditional and
Roth 401(k) with company match \* Flexible Spending Account (FSA) \*
Employee Stock Purchase Plan at 5% discount \* Critical Illness
Insurance \* Accident Insurance \* Transportation and Commuting Benefits
\* Banking Benefits \* Pet Insurance From our first day in business,
Wintrust has been proud to serve a variety of unique communities and
people from all walks of life. To be Chicago\'s Bank and Wisconsin\'s
Bank, we need to reflect that diversity both in all the communities we
serve, the people we employ, the organizations we work with, and our
banking and lending practices. Wintrust Financial Corporation, including
community banking and financial services subsidiaries, is an Equal
Opportunity Employer. All qualified applicants will receive
consideration for employment without regard to race, color, religion,
national origin, sex, sexual orientation, gender identity and
expressions, genetic information, marital status, age, disability, or
status as a covered veteran or any other characteristic protected by
law. \*\*\*\*\* OTHER EXPERIENCE AND QUALIFICATIONS:
Knowledge/Skills/Background/Experience \* 3+ years of relevant
experience in the financial industry and customer service experience
strongly preferred \* Working knowledge of Microsoft Word, Excel, and
Outlook; knowledge of First Clearing system and Salesforce desirable \*
FINRA Series 7 and 66 licenses and Illinois Insurance License preferred,
but not required to start \* Relationship management skills \*\*\*\*\*
APPLICATION INSTRUCTIONS: Apply Online:
https://ars2.equest.com/?response_id=88c5f7faeedb4b6dbf3b28d0f0e3e9be
Other: Applicants ONLY to apply via URL link provided!