Wealth Strategist at Northern Trust

Los Angeles, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth Management, BankingIndustries

Requirements

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

Responsibilities

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

Skills

Key technologies and capabilities for this role

Estate PlanningTax PlanningWealth TransferPersonal TrustsLiving TrustsWillsInvestment ManagementCustody ServicesFinancial ConsultingClient Relationship ManagementSales StrategyNetworking

Questions & Answers

Common questions about this position

What is the salary for the Wealth Strategist position?

This information is not specified in the job description.

Is this a remote position or what is the location requirement?

This information is not specified in the job description.

What experience and skills are required for this role?

Candidates need 10 or more years of sales and relationship management experience, along with knowledge of fiduciary capabilities and services such as personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning.

What is the company culture like at Northern Trust?

Northern Trust upholds principles of service, expertise, and integrity, providing innovative financial services to successful individuals, families, and institutions with a focus on exceptional service and leading technology.

What makes a strong candidate for the Wealth Strategist role?

A strong candidate will have 10+ years of sales and relationship management experience, in-depth knowledge of trust-oriented services like estate planning and tax strategies, and the ability to cultivate networks and develop new client relationships.