[Closed] Associate Financial Advisor at Northern Trust (Los Angeles, San Francisco)

This position is no longer accepting applications.

Northern Trust

2 months ago

Associate Financial Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 38 minutes agoStatus: Closed

Job Summary

Strategic sales development role supporting a Senior Financial Advisor in client outreach, financial analysis, and advisory services within Northern Trust Securities. You'll learn investment products, engage with clients, and contribute to revenue growth while developing a book of business toward future leadership roles.

Location: Los Angeles, San Francisco

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Entry level

Key Responsibilities

•Support a Sr Financial Advisor in managing client relationships, conducting financial analysis, and preparing materials for client meetings.
•Consults with clients to identify and update goals, objectives, and appetite for risk.
•Collaborates with Sr Financial Advisor to help provide solutions and strategies towards accomplishing clients’ goals.
•Develop knowledge of investment markets to add value in client conversations.
•Interact with partners on a daily basis to communicate information on client relationships.

Travel: Low travel

Pay and Benefits

Salary: USD 85,330 - 145,130 annually

Perks:Health InsuranceDentalVision401kLife InsurancePension

Key Requirements

•1-3 years of securities industry and sales experience.
•Broad knowledge of securities products; options expertise preferred
•Required FNRA Securities license: Securities Essentials Exam (SIE), Series 7, 66 (or 63/65)
•Strong written and oral communication skills
•Bachelor’s Degree in Finance, Business, Economics, or a related field

Experience:1-3 yearsFinancial servicesBrokerageInvestments

Education:Bachelor's

Skills:CommunicationTeamworkGoal-orientedProblem-solving

Licenses:SIESeries 7Series 66

Certifications:SIESeries 7Series 66

Tech Stack:EMoneyCRM

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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This position is no longer accepting applications.

Northern Trust

2 months ago

Associate Financial Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 38 minutes agoStatus: Closed

Job Summary

Location: Los Angeles, San Francisco

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Entry level

Key Responsibilities

•Support a Sr Financial Advisor in managing client relationships, conducting financial analysis, and preparing materials for client meetings.
•Consults with clients to identify and update goals, objectives, and appetite for risk.
•Collaborates with Sr Financial Advisor to help provide solutions and strategies towards accomplishing clients’ goals.
•Develop knowledge of investment markets to add value in client conversations.
•Interact with partners on a daily basis to communicate information on client relationships.

Travel: Low travel

Pay and Benefits

Salary: USD 85,330 - 145,130 annually

Perks:Health InsuranceDentalVision401kLife InsurancePension

Key Requirements

•1-3 years of securities industry and sales experience.
•Broad knowledge of securities products; options expertise preferred
•Required FNRA Securities license: Securities Essentials Exam (SIE), Series 7, 66 (or 63/65)
•Strong written and oral communication skills
•Bachelor’s Degree in Finance, Business, Economics, or a related field

Experience:1-3 yearsFinancial servicesBrokerageInvestments

Education:Bachelor's

Skills:CommunicationTeamworkGoal-orientedProblem-solving

Licenses:SIESeries 7Series 66

Certifications:SIESeries 7Series 66

Tech Stack:EMoneyCRM

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