Financial Advisor
About the role
The Northern Trust Financial Advisor advises on a variety of investment solutions, as part of an overall Wealth Management process. The advisor works to provide best-in-class execution and investment advice to help clients achieve their financial goals and objectives. Investment strategies include stocks, bonds, mutual funds, unit investment trusts, option strategies, 10b5-1s, structured notes, and fee-based solutions.
Responsibilities
- Collaborate with clients to identify their goals, objectives, and risk tolerance.
- Develop and implement tailored investment strategies to meet client needs.
- Work in a team environment to identify and develop specific clients and prospects compatible with Northern Trust.
- Utilize broad knowledge of the investment markets and terminology to inform and educate clients and partners on specific strategies.
- Balance operational execution with strategic direction of business function activities.
Requirements
- 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).
- Strong sales, communication, and group presentation skills.
- Self-motivated individual with a goal-driven mindset.
- Some travel may be required.
Qualifications
- Experience with Salesforce.
Skills
- Knowledge of investment markets and terminology.
- Ability to communicate effectively with clients and partners.
- Strategic thinking and problem-solving skills.
Benefits
Reasonable accommodation is available through the HR Service Center at MyHRHelp@ntrs.com.
Pay
Northern Trust offers competitive compensation packages commensurate with experience.
Schedule
Hours and schedule are flexible to accommodate the needs of the employee and the business.
Benefits
Health insurance, retirement plans, and other comprehensive benefits are provided to support the health and well-being of our employees.