Wealth Advisor

Northern Trust
New York
Workplace: OnsiteFull timeUSD 189,290 - 331,200 annuallyFunction: Consulting & AdvisoryExperience: 5-7 yearsEducation: mastersSkills: ["Interpersonal skills","Communication","Consultative selling"]

Lead development of comprehensive wealth profiles and crafting integrated wealth plans for high/net-worth clients. Collaborate with advisors and Northern partners to model, implement, and monitor wealth strategies, drive private-client sales, and mentor junior advisors while engaging professional networks to expand relationships.

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Northern Trust
Northern Trust
3 months ago

Wealth Advisor

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Last checked: 18 minutes agoStatus: Live

Job Summary

Lead development of comprehensive wealth profiles and crafting integrated wealth plans for high/net-worth clients. Collaborate with advisors and Northern partners to model, implement, and monitor wealth strategies, drive private-client sales, and mentor junior advisors while engaging professional networks to expand relationships.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Manager level

Key Responsibilities

  • •Develop a comprehensive personal and family wealth profile, identifying wealth goals in collaboration with the Lead Relationship Manager.
  • •Design and implement wealth plans that integrate wealth management, wealth transfer and tax efficiency goals with client advisors.
  • •Collaborate with Portfolio Manager, Regional Wealth Advisor, Trust Advisor, Banker and other professionals to implement wealth plans.
  • •Monitor and periodically update client wealth plans to ensure alignment with goals.
  • •Assist in the sales process and identify opportunities to expand client relationships through Northern Trust products and services.

Pay and Benefits

Salary: USD 189,290 - 331,200 annually
Equity and Bonus:Equity

Key Requirements

  • •5-7 years wealth planning experience with high/ultra-high net worth clients in a comprehensive capacity.
  • •Advanced educational/designations such as CFP, JD, MBA (or equivalent).
  • •Strong knowledge of wealth transfer planning, taxation, estate planning, and wealth management products and services.
  • •Strong interpersonal and proactive consultative skills for client engagement and collaboration with professionals.
  • •Experience interacting with committees/leadership and ability to provide strategic guidance.
Experience:5-7 yearsWealth managementFinancial servicesHigh net worth
Education:Master's
Skills:Interpersonal skillsCommunicationConsultative selling
Certifications:CFPMBAJD
Languages:English

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