Wealth Strategist Sales Associate
Job Location:
Milwaukee, WI - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
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.
2. Researches and prepares materials (i.e. estate agreements marketing updates) for client meetings and presentations.
3. Sets up files on new account documentation for existing clients or new business prospects.
4. Makes necessary arrangements for client meetings involving travel audio-visual aides lunch/dinner reservations etc.
5. Utilizes the computer to compile reports for client meetings and presentations.
6. Submits account documents to the legal area and external attorneys to obtain missing information correct documents clarify information and resolve
problem situations.
7. Performs special projects (i.e. coordinating reports preparing account analysis and workflow reports) that require responding to specific account inquiries and issues.
8. Communicates with partner areas on all aspects of a client relationship and initiates activity which fulfills a partners or clients needs.
9. Attends meetings and classes to keep abreast of personal financial planning products and services.
- Knowledge of personal financial planning products and services is preferred
- Knowledge of a variety of technology (Microsoft Office Suite Workday)
- Organizational and detail oriented
- Able to prepare materials for client meetings and presentations.
Experience :1-3 years of related client servicing experience.
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 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.
Required Experience:
IC
About Company
Discover Northern Trust’s trusted financial services for individuals, families, and institutions. Guided by service, expertise, and integrity since 1889, we offer wealth management, asset servicing, and investment solutions tailored to your goals.
