Wealth Strategist at Northern Trust

Los Angeles, California, United States

Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth Management, BankingIndustries

Candidates should have 10 or more years of sales and relationship management experience
Knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning) is required

Develops and executes an advice-based branding strategy delivered to prospective and current clients
Articulates and presents the full capabilities and services of Northern Trust to members of the community, clients, professional advisors, and prospective clients
Cultivates external and internal professional and personal networks to identify and develop prospective new client relationships and existing client relationships
Profiles prospective client’s financial picture and possible needs to determine how to best advise and deliver solutions
Consults with clients and their attorneys on the benefits of estate planning capabilities/services utilizing a knowledge of wealth transfer and tax planning strategies
Maintains current in-depth knowledge of a full range of trust-oriented services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning)
Maintains periodic contact with clients and acts as a liaison between clients and the rest of the firm for various activities
Deepens existing relationships by working with integrated teams
Serves as a brand ambassador in the community, actively engaging as a leader for local civic and philanthropic organizations