Financial Wealth Consultant
2 weeks ago
About Northern Trust:
Northern Trust, a Fortune 500 organization, is a globally esteemed financial institution with a legacy of excellence since 1889.
We take pride in delivering innovative financial solutions and expert guidance to the world's most successful individuals, families, and institutions, upholding our core values of service, expertise, and integrity.
With over 130 years of financial expertise and a workforce exceeding 22,000 professionals, we cater to the most sophisticated clients utilizing cutting-edge technology and exceptional service.
WEALTH STRATEGIST
Key Responsibilities:
- Promote banking products and services to individuals, with a focus on trust offerings.
- Foster relationships with existing clients and leverage internal and external networks to identify and develop new client opportunities.
- Analyze prospective clients' financial situations to tailor services effectively.
- Draft correspondence to potential clients and follow up with calls to schedule meetings.
- Present banking product information to potential clients or their representatives (e.g., attorneys, CPAs).
- Address inquiries and collaborate with bank partners for additional product/service insights as needed.
- Advise clients and their legal representatives on estate planning products and services, evaluating assets to propose suitable alternatives.
- Work with clients and their attorneys to devise plans for estate tax management, utilizing knowledge of relevant tax laws.
- Summarize account assets to assess eligibility, qualifications, and tax classifications.
- Maintain comprehensive knowledge of a wide range of trust-related services, including personal trusts, living trusts, wills, investment management, and estate planning.
- Initiate and manage requests for banking services, coordinating with appropriate departments.
- Develop insights into individual client situations to facilitate product sales.
- Maintain regular communication with clients, acting as a liaison between them and the bank for various services.
- Identify cross-selling opportunities to enhance client relationships by providing relevant updates to bank partners.
- Set personal sales objectives in collaboration with management based on historical performance and product knowledge.
The ideal candidate will possess:
- In-depth knowledge of fiduciary products and services, including fee structures and documentation, acquired through relevant experience.
- 3-5 years of experience in trust sales or trust relationship management.
- Understanding of federal, state, and local regulations pertaining to personal fiduciary and estate planning services.
- Strong analytical and sales skills to connect client asset situations with appropriate products.
- Excellent interpersonal skills to understand client needs and provide tailored solutions.
- Series 7 and 63 licenses are required.
Working with Us:
At Northern Trust, you will find a collaborative and flexible work environment that values financial strength and stability, empowering you to explore innovative ideas.
We encourage movement within the organization, ensuring accessibility to senior leaders, and take pride in our commitment to community service.
We are eager to learn how your interests and experiences align with our mission as one of the world's most respected and sustainable companies.
We value an inclusive workplace and recognize that flexibility means different things to different individuals.
#MadeForGreater
Reasonable Accommodation:
Northern Trust is dedicated to providing reasonable accommodations to individuals with disabilities throughout the employment process.
If you require assistance, please reach out to our HR Service Center.
We look forward to discussing your flexible working requirements and how we can achieve greater success together.
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