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Wealth Strategist
1 month ago
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 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.
WEALTH STRATEGIST
OH: R127320
Major Duties :1. Sells bank products and services to individuals
focusing on trust products.
2. Cultivates existing bank clients as well as internal
and external business and personal contacts to
identify and develop prospective clients.
3. Researches prospect''s financial picture and
possible needs to determine how to best provide
service.
4. Composes letters to prospective clients and
follows up with telephone calls to arrange meetings.
5. Presents bank product materials to prospective
client or designated liaison (e.g. attorney, CPA, etc.).
6. Responds to questions, consulting bank partners
for additional product/service information when
necessary. Conducts additional prospect analysis
to further determine services.
7. Consults with clients and their attorneys on the
benefits of estate planning products/services.
Analyzes property/assets and develops alternatives
(e.g. creation of living or insurance trusts).
8. Consults with clients and their attorneys to
determine appropriate plans for estate taxes.
Utilizes knowledge of inheritance, gift, income,
and estate taxes to sell services to clients.
9. Summarizes account assets to determine
eligibility, qualifications, and tax classification.
10. Maintains current in-depth knowledge of a
full range of trust-oriented services (e.g. personal
trusts, living trusts, wills, investment management,
security custody, financial consulting, estate and
tax planning).
11. Initiates and follows through on any request
for loan, checking, or savings account services
by contacting banking and operations areas
as appropriate.
12. Develops a perspective on individual client
situations to use as a vehicle for selling products.
13. Maintains periodic contact with client and acts
as a liaison between the client and the rest of the
bank for various activities (e.g. setting up accounts,
facilitating transactions).
14. Cross sells relationship improvement
opportunities to existing clients by providing
pertinent client update information to partners
within appropriate areas of the bank.
15. Sets personal sales goals with manager based
on sales history and product knowledge.
The successful candidate will benefit from having the following competencies:
- Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting estate planning), including fee structures and documentation, acquired through work experience is required to respond to issues that arise during sales calls.
- 3-5 years of trust sales or trust relationship management.
- Knowledge of federal, state, and local laws and regulations that apply to personal fiduciary, and estate and tax planning services acquired through formal education and work experience is required to consult with clients.
- Analytical and sales skills are required to relate individual customer asset situations to specific products. Interactive skills are required to comprehend prospect needs and respond with the appropriate solutions.
- Series 7 and 63 licenses required.
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.
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. #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 MyHRH[redacted].
We hope you're 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.
