Financial Advisor

About Northern Trust

Northern Trust (Nasdaq: NTRS) is a global leader in innovative wealth management, asset servicing, asset management, and banking services. Founded in 1889, Northern Trust is known for its Principles That Endure: Service, Expertise, and Integrity. The company is proud to guide the world's most successful individuals, families, corporations, and institutions through leading technology and exceptional service.

Responsibilities

• Consults with clients to identify their goals, objectives, and appetite for risk, resulting in tailored solutions and strategies.
• Works collaboratively with the team to identify and develop specific clients and prospects compatible with Northern Trust's target profiles.
• Uses broad knowledge of the investment markets and terminology to inform and educate clients and partners about various strategies, particularly concentrated positions.
• Collaborates with NTSI traders to ensure excellence in execution and monitors the market and information sources to make appropriate and timely strategy decisions.
• Documents client notes/interactions thoroughly in Salesforce to keep all advisory team members informed and updated.
• Develops and implements best-in-class investment strategies and solutions to maximize sales efforts.
• Establishes personal sales goals and business plans with manager based on experience and product knowledge.
• Provides top-tier client service, operating independently while maintaining in-depth knowledge of the business unit/function.
• Acts as a subject matter expert, offering comprehensive consulting and leadership across various functional areas.
• Conducts preliminary analysis, interacts with different committees and/or management, and develops, implements, and administers programs within functional areas.
• Strategically develops and executes programs within functional areas, demonstrating strong sales, communication, and group presentation skills.
• Is goal-driven and self-motivated, with some travel required.

Requirements

• Minimum 5+ years of securities industry and sales experience.
• Broad-based knowledge of all securities products, with options expertise preferred.
• Required Securities license: Series 7, 66 (or 63/65).
• Professional designation preferred (CFP).

Benefits

Salary range is $110,000 - 185,000 USD. Northern Trust offers a comprehensive benefits package including:

• Retirement benefits (401k and pension)
• Health and welfare benefits (medical, dental, vision, spending accounts, and disability)
• Paid time off, parental and caregiver leave
• Life & accident insurance
• Voluntary and well-being benefits
• Discretionary bonus program with an equity component

Working with Us

At Northern Trust, you'll be part of a flexible and collaborative work culture with a strong history of financial strength and stability. Movement within the organization is encouraged, and senior leaders are accessible. We value philanthropy and encourage our employees to give back to their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. For more information, please contact MyHRHelp@ntrs.com.