Associate Wealth Advisor

About the role

Northern Trust, a Fortune 500 company founded in 1889, is a global financial institution known for its excellence in serving the world's most successful individuals, families, and institutions. With over 22,000 partners and a rich history of financial experience, Northern Trust remains dedicated to service, expertise, and integrity.

Major Duties

• Collect, organize, and maintain client personal and financial wealth plan profile data.
• Review and synthesize client profile data to assist in designing client profiles and wealth plans that integrate wealth management, wealth transfer, and tax efficiency goals.
• Communicate with internal and external partners, professional advisors, and others to obtain and deliver wealth plan-related information.
• Conduct fundamental research related to wealth plan solutions and strategies.
• Identify and prepare fee analyses of Northern and other products and services.
• Prepare presentations for client meetings.
• Where supporting a Lead Relationship Manager, interact with service areas to determine service requirements and issue resolution strategies, coordinate daily activities, oversee transaction processing, and handle inquiry resolution.
• Carry out complex activities with significant financial, client, and/or internal business impact.
• May have direct interaction with committees and/or Senior Management.
• Able to serve as a key subject matter expert and mentor to other more junior-level employees.
• May manage daily operational activities and supervise day-to-day work of junior-level employees (but not a formal management role).
• More technically sound in area of expertise and has broader knowledge of other areas.
• Delivers a work product that requires less revision.
• Able to facilitate discussions and reach decisions.

Knowledge

• Knowledge of financial services, financial markets, and financial planning, usually acquired through formal education or work-related experience.
• Knowledge of financial analysis to analyze and interpret data.
• Desired to have or be pursuing professional designations such as CFP®, MBA, and similar evidence of advanced learning and professional qualification.

Experience

• 3 to 5 years of financial and wealth planning and analysis experience with high-income/net-worth individuals and families.