Senior Wealth Advisor, Wealth Management
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What you'll do
- 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 through the introduction of new products and services.
- Assist in the development of marketing materials and the delivery of thought leadership-based marketing presentations to a wide variety of audiences.
- Serve as a mentor to Wealth Advisors and Wealth Advisor Associates.
- Contribute to the development and implementation of Northern Trust wealth planning resources, solutions and products.
- Actively engage in cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.
What they're looking for
- Minimum of 7 years or more of wealth planning experience working with high-net worth individuals and families in a comprehensive capacity.
- Advanced educational and professional designations including CFP, JD, MBA or similar evidence of advanced learning and professional consulting qualification.
- Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
Nice to have
- Expert knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services usually acquired through extensive work-related experience with high net worth and ultra-high net worth clients in financial services, law or consulting.
- Ideally has knowledge of wealth management services, products and solutions.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
About Northern Trust
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.
SENIOR WEALTH ADVISOR, WEALTH MANAGEMENT
OH: R161517
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:
1. 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.
2. 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.
3. Provide periodic review and revision of client’s wealth plan upon request in event of material changes of client circumstances.
4. Active assistance in the sales process and identification of opportunities to expand client relationships through the introduction of new products and services.
5. Assist in the development of marketing materials and the delivery of thought leadership-based marketing presentations to a wide variety of audiences.
6. Serve as a mentor to Wealth Advisors and Wealth Advisor Associates.
7. Contribute to the development and implementation of Northern Trust wealth planning resources, solutions and products.
8. Actively engage in cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.
The successful candidate will benefit from having the following competencies:
Expert knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services usually acquired through extensive work-related experience with high net worth and ultra-high net worth clients in financial services, law or consulting. Ideally has knowledge of wealth management services, products and solutions.
Broad based technical and analytical skills in wealth planning, wealth transfer, tax, philanthropy, fiduciary practice, asset location and preservation and related disciplines.
Strong interpersonal skills and proactive consultative orientation.
Minimum of 7 years or more of wealth planning experience working with high-net worth individuals and families in a comprehensive capacity. Advanced educational and professional designations including CFP, JD, MBA or similar evidence of advanced learning and professional consulting qualification.
Salary Range:
$164,600 - 288,000 USDSalary range is a good faith estimate of base pay. Northern Trust provides 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, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.
Company
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