Financial Advisor

Northern Trust
California
Workplace: OnsiteFull timeUSD 95,000 - 140,000 annuallyFunction: Consulting & AdvisoryExperience: 5+ yearsSkills: ["Communication","Sales","Presentation","Teamwork","Client relations"]

Financial Advisor role focused on advising high-net-worth clients, identifying client goals, educating on investment strategies, and delivering individualized wealth management solutions within a team, with strong sales and client service emphasis.

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FursaFursa
Northern Trust
Northern Trust
3 months ago

Financial Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Financial Advisor role focused on advising high-net-worth clients, identifying client goals, educating on investment strategies, and delivering individualized wealth management solutions within a team, with strong sales and client service emphasis.
Location: California
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory

Key Responsibilities

  • •Consults with clients to identify goals, objectives and appetite for risk and provide solutions and strategies.
  • •Works in a team to identify and develop clients and prospects aligned with Northern target profiles.
  • •Utilizes broad knowledge of investment markets to educate clients on strategies, particularly around concentrated positions
  • •Collaborates with NTSI traders to ensure execution excellence
  • •Participates in team discussions to develop best-in-class investment strategies to maximize sales efforts
  • •Documents client notes/interaction in Salesforce to keep advisory team informed

Pay and Benefits

Salary: USD 95,000 - 140,000 annually
Perks:Health InsuranceDentalVision401kPension

Key Requirements

  • •Minimum 5+ years of securities industry and sales experience.
  • •Broad-based knowledge of all securities products; options expertise preferred.
  • •Required Securities license: Series 7, 66 (or 63/65).
  • •Professional designation preferred (CFP).
  • •Strong sales, communication, and group presentation skills; ability to set personal sales goals and business plans.
Experience:5+ yearsFinanceWealth managementSecuritiesFinancial products
Skills:CommunicationSalesPresentationTeamworkClient relations
Licenses:Series 7Series 66
Certifications:Series 7Series 66CFP
Tech Stack:Salesforce

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn