Regional Wealth Advisor, Family Office Solutions

Northern Trust
Florida
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.

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Northern Trust
Northern Trust
3 months ago

Regional Wealth Advisor, Family Office Solutions

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Job Summary

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.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Manager level

Key Responsibilities

  • •Develop a comprehensive personal and financial wealth profile for clients and families, identifying wealth-related goals in collaboration with local teams and advisors.
  • •Design wealth plans that integrate wealth management, wealth transfer, and tax-efficiency goals in partnership with clients’ advisors and Northern Trust colleagues.
  • •Collaborate with local teams, including Investment, Trust and Banking Advisors, to support implementation of the client’s wealth plan.
  • •Provide periodic reviews and revisions of client wealth plans in response to material changes in client circumstances.
  • •Assist in the sales process and identify opportunities to expand client relationships through new products and services.

Key Requirements

  • •10+ years of wealth planning experience with high-net-worth individuals and families in a comprehensive capacity
Experience:10+ yearsWealth managementFinancial services
Education:Professional (JD, MD, etc.)
Skills:Interpersonal skillsConsultative orientationMentorshipClient relationship managementWealth planning
Certifications:CFPMBAJD

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