Portfolio Advisor, Wealth Management

Northern Trust
Illinois
Workplace: OnsiteFull timeUSD 114,500 - 194,700 annuallyFunction: Capital Markets, Trading & QuantExperience: 8+ yearsSkills: ["Decision-making","Sales","Negotiating","Problem-solving","Communication"]

Manage investment activities for a set of high-net-worth and ultra-high-net-worth client accounts within a Wealth Advisory team. Help develop and recommend portfolios aligned to individual objectives, analyze and refine overall investment strategies, and coordinate closely with the broader client service team. Build an influential local presence with clients and stakeholders while demonstrating proficiency with investment tools, research methods, and national investment guidelines, risk practices, and performance expectations.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Northern Trust
Northern Trust
3 days ago

Portfolio Advisor, Wealth Management

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Manage investment activities for a set of high-net-worth and ultra-high-net-worth client accounts within a Wealth Advisory team. Help develop and recommend portfolios aligned to individual objectives, analyze and refine overall investment strategies, and coordinate closely with the broader client service team. Build an influential local presence with clients and stakeholders while demonstrating proficiency with investment tools, research methods, and national investment guidelines, risk practices, and performance expectations.
Location: Illinois
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Manage investment activities for major fee revenue producing accounts for HNW/UHNW personal trusts within a Wealth Advisory team.
  • •Assist in development and recommendations of portfolios designed to meet individual client investment objectives.
  • •Analyze and plan overall investment strategy and continuously revise as goals and client needs change.
  • •Develop and maintain an influential client-facing presence with clients and stakeholders to coordinate portfolio activity.
  • •Ensure adherence to investment guidelines, risk management practices, best practices reporting, and execution of initiatives and training.

Pay and Benefits

Salary: USD 114,500 - 194,700 annually
Perks:401kPensionHealth InsuranceDentalVisionSpending AccountsDisabilityPaid LeaveParental LeaveCaregiver LeaveLife InsuranceRetirement Benefits

Key Requirements

  • •Minimum 8 years of investment experience working with wealth management clients, including high-net-worth and ultra-high-net-worth clientele.
  • •Knowledge of investment and portfolio management theory, accounting and financial principles, and associated strategies and instruments to manage portfolios.
  • •Decision-making, sales, and negotiating skills to support market revenue generation and guide sensitive situations to agreement.
  • •In-depth conceptual and practical knowledge in own job discipline, with basic knowledge of related disciplines.
  • •Professional designation such as CFA is preferred.
Experience:8+ yearsWealth management
Skills:Decision-makingSalesNegotiatingProblem-solvingCommunication
Certifications:CFA

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT
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