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.

Major Duties : organize and maintain client personal and financial wealth plan profile and synthesize client profile data and assist in the design of client profiles and wealth plans integrating wealth management wealth transfer and tax efficiency with internal and external partners professional advisors and others to obtain and deliver wealth plan related information. fundamental research related to wealth plan solutions and and prepare fee analysis of Northern and other products and presentations for client supporting Lead Relationship Manager interact with service areas to help determine service requirements and issue resolution strategies and coordinate daily activities oversee transaction processing and handle inquiry out complex activities with significant financial client and/or internal business have direct interaction with committees and/or Senior to serve as a key subject matter expert and mentor to other more junior level manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role) technically sound in area of expertise and has broader knowledge of other a work product that requires less to facilitate discussions and reach decisionsKnowledge :Knowledge of financial services financial markets and financial planning usually acquired by formal education or work related experience. Knowledge of financial analysis required to analyze and interpret data. Expected to have or be pursuing professional designations including CFP MBA and similar evidence of advanced learning and professional :3 to 5 years of financial and wealth planning and analysis experience with high-income/net worth individuals and families desired.

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 and apply 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.