Sr. Relationship Advisor
4 weeks ago
Wealth Management Relationship ManagerNorthern 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 world's 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 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.Major Duties:Manages assigned account base of sophisticated wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client's needs and goals.Primarily responsible for leading client conversations for goals driven wealth management and holistic advice.Maintains extensive knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement.Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency.Builds and maintains extensive knowledge of NT fiduciary standards and practices, applying fiduciary knowledge and judgment to complex fiduciary relationships.Cultivates relationships with referral sources and external professional advisors to build the business; identifies and develops new business opportunities.Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.Teaches and mentors less experienced partners. Advises Relationship Advisors on fiduciary issues and serves as subject matter expert on fiduciary relationships managed by Relationship Advisors.Seeks continued development of fiduciary and advisory skills through training and experience.Uses sophisticated analytical thought to exercise judgement and identify innovative solutions.Eligible to serve as LRM for all relationships.Knowledge:Extensive knowledge of fiduciary and financial products and services, usually acquired through related work experience, is required to manage client accounts.Specific experience with fiduciary accounts and issues required to service complex relationships.Extensive knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school is required to administer accounts.Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship.Leadership and organizational skills are required to determine the Business Unit's goals.Experience:College or university degree &/or relevant proven work experience required. JD or similar credential strongly preferred.12-15 years' experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.Salary Range:$189,290 - 331,200 USDWorking 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.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today.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 MyHRHelp@ntrs.com.
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Sr. Relationship Advisor
5 hours ago
Newport Beach, United States Northern Trust Corporation Full timeAbout 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 world’s most successful individuals, families, and institutions by remaining true to our enduring...
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Relationship Manager/Sr. Relationship Manager
2 weeks ago
Newport Beach, United States CalPrivate Bank Full timeRelationship Manager/Sr. Relationship Manager - Newport Beach, CA Develops and manages a portfolio of Bank clients in market area. Determines customer’s banking needs and designs product and service portfolio for client. Performs to standards that meet or exceed the Bank’s objectives and fulfills the expectations of all internal and external customers....
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Sr. Manager, Wealth Advisor
2 weeks ago
Newport Beach, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...
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Newport Beach, United States CalPrivate Bank Full timeA leading financial institution in Newport Beach is seeking a Relationship Manager/Sr. Relationship Manager to develop and manage client portfolios. This role involves providing top-notch financial advice, building strong client relationships, and ensuring compliance with banking regulations. Candidates should have a minimum of five years of banking...
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Sr. Charitable Estate Planning Advisor
14 hours ago
Palm Beach, United States Florida Staffing Full timeSenior Charitable Estate Planning AdvisorSince our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today's biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for...
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Family Wealth Advisor
3 days ago
Newport Beach, United States Aaron Wealth Advisors Full timeFamily Wealth Advisor, Aaron Wealth Advisors We seek an exceptional Family Wealth Advisor with demonstrated ultra-high-net-worth (UHNW) expertise to join our team. This individual will act as the primary relationship manager and strategic advisor to a select group of families, delivering holistic, multi-disciplinary wealth solutions in collaboration with...
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Financial Advisor
2 weeks ago
Newport Beach, United States Edward Jones Full timeJob OverviewAll candidates should make sure to read the following job description and information carefully before applying.This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the...
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Family Wealth Advisor
2 days ago
Newport Beach, CA, United States Aaron Wealth Advisors Full timeFamily Wealth Advisor, Aaron Wealth Advisors We seek an exceptional Family Wealth Advisor with demonstrated ultra-high-net-worth (UHNW) expertise to join our team. This individual will act as the primary relationship manager and strategic advisor to a select group of families, delivering holistic, multi-disciplinary wealth solutions in collaboration with...
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Family Wealth Advisor
3 days ago
Newport Beach, CA, United States Aaron Wealth Advisors Full timeFamily Wealth Advisor, Aaron Wealth Advisors We seek an exceptional Family Wealth Advisor with demonstrated ultra-high-net-worth (UHNW) expertise to join our team. This individual will act as the primary relationship manager and strategic advisor to a select group of families, delivering holistic, multi-disciplinary wealth solutions in collaboration with...
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Sr. Technical Advisor
3 weeks ago
Long Beach, United States SCAN Group Full timeSr. Technical Advisor page is loaded## Sr. Technical Advisorlocations: Long Beach Office 3800time type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR1058**SCAN Group is a not-for-profit organization dedicated to tackling the most pressing issues facing older adults in the United States. SCAN Group is the sole corporate member of SCAN...