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Wealth Management Consultant
2 months ago
About Northern Trust:
Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted provider of innovative financial services and guidance to high-net-worth individuals, families, and institutions.
We take pride in our commitment to service, expertise, and integrity, which has enabled us to build long-lasting relationships with our clients and partners. With over 130 years of financial experience and a team of over 22,000 professionals, we serve the world's most sophisticated clients using cutting-edge technology and exceptional service.
Job Summary:
We are seeking a highly skilled and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing comprehensive wealth planning services to high-income/net worth individuals and families, including professionals, corporate executives, business owners, and others with complex financial circumstances.
Key Responsibilities:
- Develop and implement goals-based wealth plans to help clients achieve their financial objectives.
- Analyze clients' financial situations, including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management, and budgets.
- Determine clients' financial objectives, risk tolerance, and capital requirements.
- Counsel and advise clients on general financial forecasts and trends.
- Collaborate with Lead Relationship Managers and other client service team members to integrate client service delivery.
- Contribute to thought leadership in wealth planning and mentoring of other partners.
- Engage with the professional advisor community to advance Northern Trust's brand and reputation.
Requirements:
- 7-10 years of experience in one or more of the stated fields, with some consulting experience desired.
- CFP designation or equivalent required.
- Effective communicator and collaborative professional.
- Advanced educational and professional designations and evidence of advanced learning and professional qualification, including MBA, CPA, JD, CFA, and/or CIMA, desired.
What We Offer:
As a Northern Trust partner, you will have the opportunity to work in a flexible and collaborative work culture, where financial strength and stability enable us to explore new ideas. We encourage movement within the organization, and our senior leaders are accessible. You will have the chance to take pride in working for a company committed to assisting the communities we serve.
