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Financial Advisor
at
Northern Trust
Las Vegas, Nevada, United States
Apply Now
$95,000 – $140,000
Compensation
Mid-level (3 to 4 years)
Experience Level
Full Time
Job Type
Unknown
Visa
Financial Services
Industries
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
Website
About Northern Trust
N/A
Headquarters
N/A
Year Founded
N/A
Company Stage
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