Sr. Wealth Advisor

4 weeks ago

Dallas, United States Northern Trust Full time
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 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:

1. Development of a comprehensive personal and financial wealth profile on the client and the client's family including identification of wealth related life goals in collaboration with Lead Relationship Manager, if any.

2. Design and implement, in collaboration with the client's professional advisors and Northern partners, a wealth plan integrating wealth management, wealth transfer and tax efficiency goals. Collaborate with Regional Wealth Advisor in design and modelling of wealth plans for ultra-high net worth clients where a Regional Wealth Advisor is engaged.

3. Work in close collaboration with the Portfolio Manager, Regional Wealth Advisor, Trust Advisor, Banker and other Northern Trust professionals in the implementation of the client's wealth plan.

4. Monitor and periodically update client wealth plan.

5. Active assistance in the sales process and identification of opportunities to expand client relationships through the introduction of new Northern Trust products and services.

6. Serve as a mentor to Associate Wealth Advisors and Wealth Advisors.

7. Actively engage in cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.

8. Operates independently; has in-depth knowledge of business unit / function

9. As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level

10. Carries out activities that are large in scope, cross-functional and technically difficult

11. Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities

12. Conducts preliminary analysis

13. Responsible for direct interaction with different committees and/or management

14. Strategic in developing, implementing and administering programs within functional areas

Knowledge: Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services usually acquired through extensive work-related experience with high/ultra-high net worth clients in financial services, law or consulting. Broad based technical and analytical skills in wealth planning, wealth transfer, tax, philanthropy, fiduciary practice, asset location and preservation and related disciplines. Strong interpersonal skills and proactive consultative orientation.

Experience: 5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification 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.

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.

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