Wealth Advisor
Wealth Advisor
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$ 131675 - 223905
1 Vacancy
Job Description
About Northern Trust:
Northern Trust a Fortune 500 company is a globally recognized awardwinning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals families and institutions by remaining true to our enduring principles of service expertise and integrity. With more than 130 years of financial experience and over 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.
Major Duties :1. Work directly with clients and senior advisors to develop an advisory relationship and gather information related to clients financial circumstances and goals.
2. Analyze overall personal financial condition including complex retirement plans estate plans investments taxes insurance cash flow cash management and budgets.
3. Determine client financial objectives risk tolerance and capital requirements.
4. Counsel and advise clients on general financial forecasts and trends.
5. Develop a sophisticated goalsbased wealth plan to bring clients financial situation in line with their objectives and consult with client and other advisors (specialists) on a course of action.
6. Facilitate implementation of sophisticated wealth plans based on the direction given by the client.
7. Interact with clients other advisors and other Northern Trust service partners in the delivery of coordinated financial and wealth planning services.
8. Review account relationships and communicate with relationship managers to identify opportunities for crossselling bank products and services.
9. Actively assist in the sales process and the identification of opportunities to expand client relationships.
10. Handle billing for client service hours and maintains individual productivity and contribution records.
11. Contribute to the development and monitoring of best practices in the delivery of financial planning services.
12. Prepare and deliver presentations relating to the ongoing maintenance of client relationships.
13. Develop marketing materials and plans and deliver marketing presentations.
14. Serve as a mentor to Associate Wealth Advisors.
15. Contribute to Northern Trust wealth planning thought leadership including marketing resources.
16. Actively engage in the cultivation of professional advisor relationships including attendance at and participation in professional conferences and professional advisor networks.
17. Operates independently; has indepth knowledge of business unit / function
18. As subject area expert provides comprehensive indepth consulting and leadership to team and partners at a high technical level
19. Carries out activities that are large in scope crossfunctional and technically difficult
20. Role is balanced between high level operational and development and of strategic direction of business function activities
21. Conducts preliminary analysis
22. Responsible for direct interaction with different committees and/or management
23. Strategic in developing implementing and administering programs within functional areas
Knowledge :Knowledge of sophisticated income tax planning retirement planning estate planning investment and asset allocation planning risk management planning and cash flow planning usually acquired through extensive related work experience. CFP designation or equivalent desired. Effective communicator and collaborative professional. Advanced educational and professional designations and evidence of advanced learning and professional qualification including MBA CPA JD CFA and/or CIMA desired.
Experience :710 years in one or more of the stated fields with some consulting experience desired.
Salary Range:
$USDSalary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits 401k and pension) health and welfare benefits (medical dental vision spending accounts and disability) paid time off parental and caregiver leave life & accident insurance and other voluntary and wellbeing benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to assisting the communities we serve!Join a workplace with a greater purpose.
Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us andapply today.#MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at .
We hope youre excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
