Wealth Management Assistant: Client Services
Wintrust Financial Corporation
Wintrust Wealth Management in the Chicago area seeks a Financial Associate to support our Financial Advisor Team. You will provide comprehensive administrative and client service support, assist with onboarding, and help prepare client reviews and meetings. The role requires 3+ years in finance with strong service skills; familiarity with CRM, MS Office, and Salesforce is preferred. FINRA licenses are a plus; the company offers strong benefits and a path for growth in a collaborative environment. #J-18808-Ljbffr Wintrust Financial Corporation
Vacancy posted 3 days ago
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