Regional Wealth Advisor at Northern Trust

Chicago, Illinois, United States

Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Expert knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services, usually acquired through extensive work-related experience with ultra-high net worth clients ($100 million and above) in financial services, law, or consulting
Ideally, knowledge of wealth management services, products, and solutions
Broad-based technical and analytical skills in wealth planning, wealth transfer, tax, philanthropy, fiduciary practice, asset location and preservation, and related disciplines
Strong interpersonal skills and proactive consultative orientation
Minimum of 10+ years of wealth planning experience working with high-net-worth individuals and families in a comprehensive capacity
Advanced educational and professional designations including CFP, JD, MBA, or similar evidence of advanced learning and professional consulting qualification

Development of a comprehensive personal and financial wealth profile on the client and the client’s family including identification of wealth related life goals in collaboration with local teams/client's professional advisors and other Northern professionals
Design, in collaboration with the client’s professional advisors and other Northern Trust partners, a wealth plan integrating wealth management, wealth transfer, and tax efficiency goals
Work in close collaboration with the local teams, including the Investment, Trust and Banking Advisors, and other Northern Trust professionals in supporting the implementation of the client’s wealth plan
Provide periodic review and revision of client’s wealth plan upon request in event of material changes of client circumstances
Active assistance in the sales process and identification of opportunities to expand client relationships through the introduction of new products and services
Serve as a mentor to Wealth Advisors and Wealth Advisor Associates
Contribute to the development and implementation of Northern Trust wealth planning resources, solutions, and products
Actively engage in cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks