Senior Wealth Advisor at Northern Trust

Chicago, Illinois, United States

Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, Wealth Management, BankingIndustries

Expert knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services, usually acquired through extensive work-related experience with high net worth and ultra-high net worth clients in financial services, law or consulting
Ideally has 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 7 years or more 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 the Lead Relationship Manager and other Northern partners, the Senior Wealth Advisor shall design and deliver a goals-based wealth plan integrating investment management, banking, wealth transfer and tax efficiency
Work in close collaboration with the local teams, including Portfolio Managers, Trust Advisors, 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
Assist in the development of marketing materials and the delivery of thought leadership-based marketing presentations to a wide variety of audiences
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