Northern Trust

4 weeks ago

Associate Wealth 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

Support ultra-high-net-worth client families by gathering and analyzing personal and estate data, designing wealth plans, and preparing detailed financial documents and presentations in collaboration with Regional Wealth Advisors within a hybrid Family Office Solutions team.

Location: Chicago

Workplace: Hybrid

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•Collect, organize, and maintain client personal and estate planning profile data.
•Review and synthesize client profile data and assist in the design of client profiles and wealth plans integrating wealth management, wealth transfer, and tax efficiency goals.
•Prepare detailed balance sheets by reviewing source documents to ensure proper ownership.
•Prepare comprehensive flow charts that incorporate all estate planning and business entity documents.
•Coordinate internal and external communications and meetings with prospects, clients, partners, and external advisors.

Pay and Benefits

Salary: USD 99,600 - 169,200 annually

Perks:Health Insurance401kPensionTime OffParental LeaveLife InsuranceDisability Insurance

Key Requirements

•2-4 years estate and financial planning experience with high‑income/net worth individuals and families desired
•Familiarity with wealth transfer strategies, rudimentary estate and gift tax rules, and basic planning concepts like retirement and education planning
•Basic understanding of wills, trusts and ancillary estate planning documents
•Pursuit or possession of professional designations such as CFP®, CPA, JD, MBA or similar evidence of advanced learning
•Strong presentation and communication skills (written and verbal) and ability to multi‑task with strong time management and organizational skills

Experience:2-4 yearsWealth managementFinancial planning

Skills:PresentationCommunicationAttention to detailTime managementOrganization

Certifications:CFPCPAJDMBA

Languages:English

Tech Stack:ExcelPowerPointOutlookWordAdobe AcrobatVisio

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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

4 weeks ago

Associate Wealth 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: Chicago

Workplace: Hybrid

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•Collect, organize, and maintain client personal and estate planning profile data.
•Review and synthesize client profile data and assist in the design of client profiles and wealth plans integrating wealth management, wealth transfer, and tax efficiency goals.
•Prepare detailed balance sheets by reviewing source documents to ensure proper ownership.
•Prepare comprehensive flow charts that incorporate all estate planning and business entity documents.
•Coordinate internal and external communications and meetings with prospects, clients, partners, and external advisors.

Pay and Benefits

Salary: USD 99,600 - 169,200 annually

Perks:Health Insurance401kPensionTime OffParental LeaveLife InsuranceDisability Insurance

Key Requirements

•2-4 years estate and financial planning experience with high‑income/net worth individuals and families desired
•Familiarity with wealth transfer strategies, rudimentary estate and gift tax rules, and basic planning concepts like retirement and education planning
•Basic understanding of wills, trusts and ancillary estate planning documents
•Pursuit or possession of professional designations such as CFP®, CPA, JD, MBA or similar evidence of advanced learning
•Strong presentation and communication skills (written and verbal) and ability to multi‑task with strong time management and organizational skills

Experience:2-4 yearsWealth managementFinancial planning

Skills:PresentationCommunicationAttention to detailTime managementOrganization

Certifications:CFPCPAJDMBA

Languages:English

Tech Stack:ExcelPowerPointOutlookWordAdobe AcrobatVisio

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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