Senior Wealth Strategist

3 weeks ago

Chicago, 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.

SENIOR WEALTH STRATEGIST

OH: R127320

Sells trust products and services to individuals characterized by complex or sensitive financial situations. Seeks prospects, presents products and services in calling presentations, and follows through to complete sale. Maintains ongoing contact with clients and promotes relationship enhancement opportunities through relationship managers. Utilizes an understanding of federal, state, and local laws and regulations to ensure that financial planning activities are in compliance.

1. Sells bank products and services to individuals focusing on trust and investment management products.

2. Utilizes business and personal contacts as well as area files to identify prospective clients. Develops a perspective on individual client situations to use as a vehicle for selling products.

3. Assumes responsibility for complex and sensitive client and account activities as assigned by manager.

4. Research prospects'' financial picture and possible needs to determine how to best provide service.

5. Develops rapport with prospects and arranges meetings to continue the sales process. 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, their attorneys, and other financial advisors to determine the appropriate plan 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. Develops and maintains an understanding of all applicable federal, state, and local laws and regulations pertaining to fiduciary services and estate and tax planning to ensure the compliance of financial planning activities.

12. Initiates and follows through on any request for loan, checking, or savings account services by contacting banking and operations areas as appropriate.

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.

16. Represents personal financial planning in various business councils and task forces, (e.g. personal fiduciary service, investment management, financial consulting).

17. Participates in related seminars/presentations and product knowledge training for bank partners.

The ideal candidate will benefit from the following competencies:

Candidates should have 8 years or more of trust sales and wealth management sales experience or trust relationship management. 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 the issues that arise during sales calls.

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.

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