Portfolio Advisor

Northern Trust
Dallas
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryExperience: 6-8 yearsSkills: ["Communication","Negotiation","Analytical thinking","Teamwork","Client relations"]

Portfolio Advisor manages fee-producing investment accounts for small to mid-sized personal trust relationships and individual investors, developing and executing investment strategies with support from a client service team. The role emphasizes investment knowledge, client collaboration, and continuous growth through new capabilities and guidelines to meet client objectives.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Northern Trust
Northern Trust
2 months ago

Portfolio Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Portfolio Advisor manages fee-producing investment accounts for small to mid-sized personal trust relationships and individual investors, developing and executing investment strategies with support from a client service team. The role emphasizes investment knowledge, client collaboration, and continuous growth through new capabilities and guidelines to meet client objectives.
Location: Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory

Key Responsibilities

  • •Manage investment activities for an assigned account base of fee-revenue producing accounts, representing small to mid-sized personal trust relationships and individual portfolios mid-range in size and complexity within the market.
  • •Assist in the development of investment strategies and recommendations designed to achieve the investment objectives of specific individual clients.
  • •Analyze and manage overall investment strategies with continuous revision as client goals and objectives change, working closely with the broader client service team.
  • •Maintain an influential presence within the local client-facing team and with clients, co-trustees, consultants, the bank’s legal area, and outside attorneys to ensure effective communication of client requirements and coordination of portfolio activity.
  • •Demonstrate proficiency with new investment strategies, tools, and capabilities, including portfolio research and investment methodologies, through ongoing engagement with the National Investment and Goals-Driven Wealth Management Practices, peers, and broader Wealth and Asset Management teams.

Key Requirements

  • •Minimum of 6–8 years of investment experience
  • •Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments
  • •Demonstrated decision‑making, sales, and negotiation skills to contribute to market revenue generation
  • •Ability to act as a resource for colleagues with less experience
  • •Strong communication and collaboration with the client service team and outside parties
Experience:6-8 yearsWealth managementFinancial servicesInvestment management
Skills:CommunicationNegotiationAnalytical thinkingTeamworkClient relations

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
Glassdoor: 3.9
WebsiteLinkedIn