Financial Wealth Consultant

2 weeks ago

Chicago, Illinois, 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.


WEALTH STRATEGIST

Major Responsibilities:

  • Promotes banking products and services to individuals, with a focus on trust solutions.

  • Builds relationships with existing clients and cultivates new business opportunities through personal and professional networks.

  • Analyzes potential clients' financial situations to tailor services that meet their needs.

  • Drafts correspondence to prospective clients and follows up with calls to schedule consultations.

  • Delivers presentations on banking products to potential clients or their representatives (e.g., attorneys, CPAs).

  • Addresses inquiries, collaborating with bank partners for additional product/service insights as needed.

  • Advises clients and their legal representatives on estate planning products and services, evaluating assets to propose alternatives.

  • Consults with clients and their advisors to establish effective estate tax strategies, leveraging knowledge of relevant tax laws.

  • Summarizes account holdings to assess eligibility and tax implications.

  • Maintains comprehensive knowledge of a variety of trust-related services, including personal trusts, living trusts, wills, investment management, and estate planning.

  • Initiates and manages requests for banking services, coordinating with operational teams as necessary.

  • Develops insights into individual client circumstances to enhance product offerings.

  • Maintains regular communication with clients, acting as a liaison for various banking activities.

  • Identifies opportunities for relationship enhancement among existing clients by sharing relevant updates.

  • Sets personal sales objectives in collaboration with management, based on historical performance and product knowledge.

The ideal candidate will possess:

  • Expertise in fiduciary products and services, including fee structures and documentation, gained through relevant experience.

  • 3-5 years of experience in trust sales or relationship management.

  • Understanding of applicable federal, state, and local laws and regulations regarding personal fiduciary and estate planning services.

  • Strong analytical and sales skills to connect customer asset situations with appropriate solutions.

  • Excellent interpersonal skills to understand client needs and respond effectively.

  • Required licenses: Series 7 and 63.

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.

We value an inclusive workplace and understand flexibility means different things to different people.


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.


#MadeForGreater

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