Lead Advisor, Wealth Management
WealthsimpleSalary not specified
Full Time
Expert & Leadership (9+ years)
$95,000 – $140,000Compensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
- 5+ years of securities industry and sales experience
- Required Securities licenses: Series 7, 66 (or 63/65)
- Preferred: CFP (Certified Financial Planner)
- Strong sales skills
- Excellent communication skills (written and verbal)
- Group presentation skills
- Goal-driven and self-motivated
- Experience with Salesforce is a plus
Responsibilities
- Consult with clients to identify their goals, objectives, and risk appetite
- Provide investment solutions and strategies aligned with clients’ goals
- Work in a team environment to identify and develop clients and prospects
- Utilize broad knowledge of investment markets and terminology to educate clients and partners
- Execute investment strategies, including stocks, bonds, mutual funds, unit investment trusts, option strategies, 10b5-1s, structured notes, and fee-based solutions
- Maintain a balance between operational execution and strategic business development
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the salary range for the Financial Advisor position?
The base pay salary range is $95,000 - $140,000 USD.
Is this Financial Advisor role remote or does it require office work?
This information is not specified in the job description.
What skills and qualifications are required for this Financial Advisor role?
Required qualifications include 5+ years of securities industry and sales experience, Series 7 and 66 (or 63/65) licenses, strong sales skills, excellent communication skills, group presentation skills, and being goal-driven and self-motivated. CFP designation and Salesforce experience are preferred.
What benefits does Northern Trust offer for the Financial Advisor position?
Benefits include retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts, and disability), paid time off, parental and caregiver leave, life & accident insurance, and a discretionary bonus program that may include an equity component.
What makes a strong candidate for the Financial Advisor role at Northern Trust?
Strong candidates will have 5+ years of securities industry and sales experience, required Series 7 and 66 licenses, strong sales and communication skills, group presentation abilities, and a goal-driven, self-motivated mindset. Preferred qualifications include CFP designation and Salesforce experience.
Northern Trust
About Northern Trust
N/AHeadquarters
N/AYear Founded
N/ACompany Stage
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