Financial Trust Advisor

2 weeks ago

Dallas, Texas, 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.


Key Responsibilities:

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

  • Develops relationships with existing clients and leverages internal and external networks to identify and cultivate potential clients.

  • Analyzes prospective clients' financial situations to tailor services effectively.

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

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

  • Addresses inquiries and collaborates with banking partners for additional product/service details as needed.

  • Advises clients and their legal representatives on the advantages of estate planning products and services, including the evaluation of assets to propose alternatives.

  • Consults with clients and their attorneys to devise strategies for estate tax management, utilizing knowledge of various tax implications.

  • Summarizes client asset information to assess eligibility and tax classifications.

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

  • Initiates and manages requests for banking services by coordinating with relevant departments.

  • 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 cross-selling services to existing clients by providing relevant updates.

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

Experience: 7-15 years in trust sales or trust relationship management.


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.

#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 reach out to our HR Service Center.

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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