Regional Wealth Advisor, Family Office Solutions
Northern Trust
United States
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryExperience: 10+ yearsEducation: professionalSkills: ["Interpersonal skills","Consultative orientation","Mentorship","Client relationship management","Wealth planning"]Regional Wealth Advisor for ultra-high-net-worth clients ($100M+) delivering multi-disciplinary wealth plans. Partners with local teams and advisors to design wealth management, transfer, and tax-efficient strategies; mentors staff and collaborates on developing wealth planning resources and expanding client relationships.
