Wintrust Financial Corporation
Wintrust Wealth Management is seeking a Financial Assistant to support its Financial Advisor Team in Chicago, IL, by providing comprehensive administrative, sales, and customer service support. The role involves facilitating client onboarding, managing account paperwork, scheduling client reviews, and ensuring compliance with company processes. The position also includes acting as the team's Office Manager and managing banker referral activities within the Salesforce system.
Headquarters
Rosemont, Illinois, United States
Company Size
5001-10000 employees
Founded
1991
Wintrust is a financial services company that provides exceptional customer service, while giving back to the things that matter most to our area.
Barclays PLC Has $21.97 Million Position in Wintrust Financial Corporation $WTFC
16 hours ago
Wintrust Financial Corporation to Present at RBC Capital Markets Global Financial Institutions Conference on March 10, 2026
2 weeks ago
Wintrust Financial Corporation to Present at Raymond James 47th Annual Institutional Investors Conference
2 weeks ago
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Wintrust Financial Corporation.
Wintrust Financial Corporation $WTFC Shares Sold by Ceredex Value Advisors LLC
1 day ago