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60 Wintrust Financial Financial Planning Manager Jobs Hiring Near You

Wintrust

WTI Support Team Specialist

Chicago, IL · On-site

$50K - $65K/yr

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping ...

Wintrust

WTI Support Team Specialist

Chicago, IL · On-site

$50K - $65K/yr

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping ...

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Wintrust Jobs Information

Do workers at Wintrust get paid breaks?

No. Most people don’t get paid breaks.
68% of people say they don’t get paid breaks.
Based on data from 19 people who took the Breakroom Quiz between December 2024 and April 2026.

Does Wintrust pay people when they’re sick?

Yes. Most people get paid when they’re sick.
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 20 people who took the Breakroom Quiz between December 2024 and April 2026.

At Wintrust, are sick days and vacation days separate paid time off?

Sick days and vacation days are separate paid time off.
70% of people say they don’t have to use vacation days when they’re out sick.
Based on data from 10 people who took the Breakroom Quiz between June 2025 and April 2026.

Is the health insurance from Wintrust affordable enough for their workers?

Most people say the health insurance costs are okay.
88% of people say the health insurance costs are okay
Based on data from 16 people who took the Breakroom Quiz between April 2025 and February 2026.

Do people get paid time off at Wintrust?

Most people get paid time off work.
91% of people say they get paid time off.
Based on data from 11 people who took the Breakroom Quiz between June 2025 and April 2026.

How far ahead of time do people find out their work schedule?

Only some people find out their schedule four weeks ahead of time.
  • 30% of people with changing schedules find out their shifts one week or less ahead of time.
  • 10% of people with changing schedules find out their shifts two weeks ahead of time.
  • 20% of people with changing schedules find out their shifts three weeks ahead of time.
  • 40% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 10 people who took the Breakroom Quiz between December 2024 and December 2025.

Do workers at Wintrust worry about hours?

Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 14 people who took the Breakroom Quiz between December 2024 and December 2025.

Do Wintrust workers get to choose the shifts they work?

Most people get to choose which shifts they work.
69% report that they have enough control over which shifts they work.
Based on data from 13 people who took the Breakroom Quiz between December 2024 and December 2025.

How easy is it for Wintrust workers to change shifts?

Most people find it easy to change shifts.
100% of people report that it’s easy to change shifts if they need to.
Based on data from 10 people who took the Breakroom Quiz between December 2024 and December 2025.

How easy is it to get time off at Wintrust?

Most people find it easy to get time off.
100% of people report it’s easy to get time off.
Based on data from 17 people who took the Breakroom Quiz between December 2024 and April 2026.

Do Wintrust managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and December 2025.

Do jobs at Wintrust spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
8% of people report that their job takes up time that they don’t get paid for.
Based on data from 12 people who took the Breakroom Quiz between December 2024 and December 2025.

How easy is it to take sick days at Wintrust?

Most people find it easy to take sick days.
95% of people report that it’s easy to take time off if they are sick.
Based on data from 19 people who took the Breakroom Quiz between December 2024 and April 2026.

Is working at Wintrust good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
100% of people who care for a child or other relative report this is a good place to work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and February 2026.

Do people at Wintrust feel treated with respect by their managers?

Most people feel treated with respect by their managers.
95% of people say they’re treated with respect by their managers.
Based on data from 19 people who took the Breakroom Quiz between December 2024 and April 2026.

Do people at Wintrust get to take their breaks without interruption?

Most people get breaks without interruption.
89% of people report that they get to take their breaks without interruption.
Based on data from 19 people who took the Breakroom Quiz between December 2024 and April 2026.

Is it stressful to work at Wintrust?

Most people feel stressed here.
78% of people say they often feel stressed at work.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and April 2026.

Do people at Wintrust enjoy their jobs?

Only some people enjoy their job.
47% of people report they don’t enjoy their job.
Based on data from 17 people who took the Breakroom Quiz between December 2024 and April 2026.

Do people at Wintrust recommend working with their team?

Only some people recommend working with their team.
55% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 20 people who took the Breakroom Quiz between December 2024 and April 2026.

Do people get enough training when they start at Wintrust?

Some people didn’t get enough training when they started.
37% of people report they didn’t get enough training when they started working here.
Based on data from 19 people who took the Breakroom Quiz between December 2024 and April 2026.

Do people get support to advance at Wintrust?

Most people are given support to advance their career here.
In the last year, 69% of people report being given support to advance their career here.
Based on data from 16 people who took the Breakroom Quiz between December 2024 and April 2026.

Do people think Wintrust’s headquarters understands what’s happening where they work?

Some people think headquarters doesn’t understand what’s happening where they work.
65% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 17 people who took the Breakroom Quiz between January 2025 and April 2026.

Do workers feel well informed about how Wintrust is doing?

Most people feel well informed about how the company is doing.
72% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 18 people who took the Breakroom Quiz between December 2024 and April 2026.

What other companies are hiring for Financial Planning Manager jobs?

What are the most popular jobs at Wintrust Financial?

WTI Support Team Specialist

Wintrust

Chicago, IL • On-site

$50K - $65K/yr

Full-time

Re-posted 17 days ago

Wintrust rating

8.0

Company rating: 8.0 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

72nd of 174 rated banks

Job description

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $66 billion in assets.
A Wintrust Investments (WTI) Support Team Specialist is part of a dynamic team of professionals that operate in a fast-paced environment supporting Wintrust Investments, a division of Wintrust Financial. A Support Team Specialist will act as a liaison to our internal sales professionals, provide technical support and solutions for the firm's desktop technology, participate in the onboarding activities of new sales professionals, and problem solve issues for all stakeholders of the firm. Expectations include exceptional communication and organizational skills, quality customer service, and teamwork.
The responsibilities and skills required for this position include, but are not limited to, the following:
  • Strong project management skills.
  • Time management and organizational skills.
  • Understanding of the financial markets including knowledge of investment products.
  • Manage large amounts of incoming calls and requests.
  • Identify and assess the needs of the caller to achieve satisfaction.
  • Build sustainable relationships and trust with sales professionals through open and interactive communication.
  • Provide accurate and complete information by using the technology tools and established processes.
  • Multitask by handling multiple requests concurrently.
  • Participate in the onboarding of new sales professionals by providing on-site support, scheduling, managing, and preparing for client onboarding.
  • Provide training to sales professionals on desktop technology and operational processes.
  • Go the extra mile to follow up on inquiries from sales professionals to ensure the end solution was met.

Requirements:
  • Bachelor's degree, Business, Finance, or Economics, preferred
  • FINRA Series 7 and Series 66 required, and insurance license desired
  • Proven superior verbal and written communication skills
  • Previous experience in an investment-related field, finance, or banking is preferred
  • Highly proficient in Microsoft Office Suite (Outlook, Excel, Word, etc.)

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
Compensation:
The estimated salary range for this role is $50,000 - $65,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-ONSITE
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

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