Financial Advisor

About Northern Trust

As a global leader in innovative wealth management asset servicing asset management and banking services Northern Trust (Nasdaq: NTRS) is proud to guide the worlds most successful individuals families corporations and institutions.

Since 1889 we have aligned our efforts with our three guiding Principles That Endure: Service Expertise and Integrity. Together they reflect the three cornerstones of business conduct which we strive to instill in our employees whom we call partners and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

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.

Responsibilities:

• Consults with clients to identify their goals objectives and appetite for risk. This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients goals
• Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern target profiles
• Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies particularly around concentrated positions
• Collaborates and understands working with NTSI traders to ensure excellence in execution
• Participates in team conversations to help develop and implement best in class investment strategies and solutions that will to maximize their sales efforts
• Thorough documentation of client notes/interaction into Salesforce is a must to ensure all members of the advisory team are informed and kept up to date on client interaction
• Monitors the market and information sources to make appropriate and timely strategy decisions to clients and partners
• Fully participates in all ongoing training and meeting initiatives
• Sets personal sales goals and business plan with manager based on experience and product knowledge
• Providing the highest level of client service to clients is a top priority
• Operates independently; has in-depth knowledge of business unit / function
• As subject area expert provides comprehensive in-depth consulting and leadership to team and partners at a high technical level
• Carries out activities that are large in scope cross-functional and technically difficult.
• Role is balanced between high level operational execution and development and execution of strategic direction of business function activities
• Conducts preliminary analysis
• Responsible for direct interaction with different committees and/or management
• Strategic in developing implementing and administering programs within functional areas.
• Strong sales communication and group presentation skills.
• Individual must be goal driven and self-motivated
• Some travel may be required
  
  

Experience:

• Minimum 5 years of securities industry and sales experience.
• Must have broad based knowledge of all securities products options expertise preferred.
• Required Securities license: Series 7 66 (or 63/65)
• Professional designation preferred (CFP)

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.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B L-1 TN O-1 E-3 H-1B1 F-1 J-1 OPT CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner you will be part of a flexible and collaborative work culture which has a strong history of financial strength and stability. Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trusts history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at or alternatively you can discuss your individual requirements with the recruiter you are working with.