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Jackie Wilke
Innovative Business Development & Practice Management Professional
Jackie Wilke is the Vice President and Advisor Consultant at First Trust, a role she has held since October 2017. In this position, she focuses on serving financial professionals and teams, helping them develop client-focused businesses through innovative business development and practice management strategies. Wilke emphasizes the importance of modernizing how financial professionals communicate and deliver value, particularly to women investors and multi-generational families.
Her background includes various roles at First Trust, starting as an Internal Wholesaler and progressing through positions such as Social Media and Digital Marketing Associate, and Advisory Practices Consultant. Her expertise encompasses niche advising, branding, client experience, and digital marketing strategies aimed at enhancing client engagement and driving growth for financial advisory practices.
In addition to her professional responsibilities, Wilke is an author, speaker, and consultant, actively sharing insights through her blog, "Insights & Innovations," which focuses on business development for financial professionals. She holds a degree from Butler University and is based in the Greater Chicago Area.1
