Associate Wealth Advisor

About Northern Trust:

Northern Trust a Fortune 500 company is a globally recognized award-winning 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.

Associate Wealth Advisor Wealth Management

As an Associate Wealth Advisor on the Wealth Management team you support complex client relationships by partnering closely with Lead Relationship Managers and internal service teams to deliver comprehensive wealth planning solutions. This role is responsible for client data analysis wealth plan support research and preparation of materials that enable effective client servicing and strategic decisionmaking for highincome highnetworth and ultrahighnetworth individuals and families.

Key Responsibilities

Client & Wealth Planning Support

Collect organize and maintain comprehensive client personal and financial profile data.

Analyze and synthesize client information to prepare customized wealth plans including wealth management wealth transfer and taxefficient strategies.

Conduct fundamental research on wealth planning solutions products and strategies to support client objectives.

Prepare fee analyses for Northern Trust and thirdparty products and services.

Develop presentations and supporting materials for client meetings and reviews.

Service Execution & Coordination

Coordinate with internal service teams to determine service requirements support transaction processing and ensure timely execution of client requests.

Communicate effectively with internal partners external advisors and other stakeholders to obtain and deliver wealth planning information.

Deliver accurate highquality work products including advanced Excel spreadsheets that require minimal revision and reflect strong technical proficiency.

Collaboration & Business Support

Support client meetings discussions and ongoing relationship management activities.

Facilitate discussions contribute to decisionmaking and serve as a subject matter expert within area of expertise.

Act as a mentor and technical resource to junior team members; may oversee daily operational activities without formal peoplemanagement responsibility.

Participate in interactions with committees and/or senior management as needed.

Maintain working knowledge of systems tools and applications critical to wealth planning and client service delivery.

Qualifications

Required

35 years of experience in financial or wealth planning analysis or tax planning roles supporting highincome or highnetworth individuals and families.

Knowledge of financial services financial markets and financial planning concepts.

Strong analytical organizational and communication skills.

Proficiency in Excel.

Ability to work independently and manage complex responsibilities with sound judgment.

Preferred

Progress toward or attainment of professional designations such as CFP CPA JD MBA or similar advanced credentials.

Demonstrated technical depth in individual taxation and estate planning with broader awareness of related disciplines.

Work Environment
This is a hybrid position. Employees are expected to work onsite a minimum of three (3) days per week to support effective collaboration teamwork and client service delivery.

Salary Range:

Salary 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 well-being 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.