Financial Advisor at Northern Trust

Las Vegas, Nevada, United States

Northern Trust Logo
$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

Series 7
Series 66
CFP
sales
communication
presentation
investment strategies
wealth management
financial advising
client consulting

Northern Trust

About Northern Trust

N/AHeadquarters
N/AYear Founded
N/ACompany Stage

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