Financial Advisor at Northern Trust

Greenwich, Connecticut, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Strong sales, communication, and group presentation skills
Goal driven and self-motivated
Minimum 5+ years of securities industry and sales experience
Broad based knowledge of all securities products, options expertise preferred
Required Securities license: Series 7, 66 (or 63/65)
Professional designation preferred (CFP)
Some travel may be required
In-depth knowledge of business unit / function
Ability to operate independently

Responsibilities

Consults with clients to identify their goals, objectives and appetite for risk, providing solutions and strategies to accomplish clients’ goals
Works in a team environment to identify and develop specific clients and prospects compatible with Northern target profiles
Utilizes broad knowledge of investment markets and terminology to inform and educate clients and partners around various strategies, particularly concentrated positions
Collaborates with NTSI traders to ensure excellence in execution
Participates in team conversations to develop and implement best in class investment strategies and solutions to maximize sales efforts
Thoroughly documents client notes/interactions into Salesforce to keep advisory team informed
Monitors the market and information sources to make appropriate and timely strategy decisions for clients and partners
Fully participates in all ongoing training and meeting initiatives
Sets personal sales goals and business plan with manager based on experience and product knowledge
Provides the highest level of client service
Provides comprehensive, in-depth consulting and leadership to team and partners as subject area expert at a high technical level
Carries out activities that are large in scope, cross-functional and technically difficult
Balances high level operational execution and development with execution of strategic direction of business function activities
Conducts preliminary analysis
Responsible for direct interaction with different committees and/or management
Strategic in developing, implementing and administering programs within functional areas