Senior Wealth Advisor, Wealth Management

About the role

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

The Senior Wealth Advisor acts as a technical expert in complex relationships for high-net-worth clients who desire a sophisticated, multi-disciplinary wealth plan. This role will partner with relationship teams locally and nationally to ensure the development of goals-based wealth plans to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances. The Senior Wealth Advisor is knowledgeable in the full capabilities of Northern Trust and collaborates with the client’s professional advisors and other Northern professionals in the delivery of integrated wealth management services.

Responsibilities

• Development of a comprehensive personal and financial wealth profile on the client and the client’s family including identification of wealth related life goals.
• In collaboration with the Lead Relationship Manager and other Northern partners, the Senior Wealth Advisor shall design and deliver a goals-based wealth plan integrating investment management, banking, wealth transfer and tax efficiency.
• Work in close collaboration with the local teams, including Portfolio Managers, Trust Advisors, Banking Advisors and other Northern Trust professionals in supporting the implementation of the client’s wealth plan.
• Provide periodic review and revision of client’s wealth plan upon request in event of material changes of client circumstances.
• Active assistance in the sales process and identification of opportunities to expand client relationships