Senior UHNW Wealth Growth Strategist
The Northern Trust Company
Northern Trust is seeking a Wealth Strategist in Tampa to lead new client development and manage relationships with ultra-high-net-worth individuals and families. You will craft a goals-driven wealth management approach, connect with professional advisors, and guide the client through estate planning and tax strategies, working with a collaborative team. You will leverage internal resources to convert prospects, maintain ongoing client contact, and ensure smooth transitions to servicing groups, #J-18808-Ljbffr Northern Trust
Vacancy posted 4 days ago
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