Northern Trust

2 months ago

Financial Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 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: United States

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: 3.9

Website LinkedIn

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Northern Trust

2 months ago

Financial Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: United States

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

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: 3.9

Website LinkedIn