Wealth Strategist

About Northern Trust:

Northern Trust is a globally recognized financial institution that has been in continuous operation since 1889. We 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.

We are proud to offer a comprehensive range of trust-oriented services, including personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate, and tax planning. Our team of experts is dedicated to providing exceptional service and guidance to our clients.

Key Responsibilities:

1. Sell bank products and services to individuals focusing on trust and investment management products.
2. Utilize business and personal contacts as well as area files to identify prospective clients and develop a perspective on individual client situations to use as a vehicle for selling products.
3. Assume responsibility for complex and sensitive client and account activities as assigned by manager.

Requirements:

1. 5-7 years of trust sales or trust relationship management experience.
2. Knowledge of fiduciary products and services, including fee structures and documentation, acquired through work experience.
3. 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.

What We Offer:

Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits. We are 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].

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