Wealth Advisor

Overview Northern Trust is a global leader in wealth management, asset servicing, asset management and banking services. Responsibilities Develop 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, if any. Design and implement, in collaboration with the client’s professional advisors and Northern partners, a wealth plan integrating wealth management, wealth transfer and tax efficiency goals; collaborate with the Regional Wealth Advisor in design and modeling of wealth plans for ultra‑high net‑worth clients. Work closely with the Portfolio Manager, Regional Wealth Advisor, Trust Advisor, Banker and other Northern Trust professionals in implementing the client’s wealth plan. Monitor and periodically update the client wealth plan. Actively assist in the sales process and identify opportunities to expand client relationships through the introduction of new Northern Trust products and services. Serve as a mentor to Associate Wealth Advisors and Wealth Advisors. Actively engage in cultivating professional advisor relationships, including attendance at and participation in professional conferences and advisor networks. Operate independently with in‑depth knowledge of the business unit/function. As a subject‑area expert, provide comprehensive, in‑depth consulting and leadership to team and partners at a high technical level. Carry out activities that are large in scope, cross‑functional and technically difficult. Balance high‑level operational execution with development and execution of strategic direction of business function activities. Conduct preliminary analysis. Manage direct interaction with different committees and/or management. Strategically develop, implement and administer programs within functional areas. Qualifications Knowledge: Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services; 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. Experience: 5–7 years of wealth planning experience working with high/ultra‑high net‑worth individuals and families in a comprehensive capacity; advanced educational and professional designations such as CFP, JD, MBA or similar evidence of advanced learning and professional consulting qualification desired. Salary & Benefits Salary Range: $189,290 –331,200USD (base pay). Benefits include retirement benefits (401(k) 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. Reasonable Accommodation It is committed to working with and providing adjustments to individuals with health conditions and disabilities. For accommodation requests, contact the HR Service Center at View email address on click.appcast.io. Equal Employment Opportunity Northern Trust is an Equal Opportunity Employer. Employment decisions are made in a non‑discriminatory manner in accordance with applicable law and codes of practice and do not discriminate on the basis of race, colour, religion or belief, nationality, ethnicity or national origin, sex, marital status, sexual orientation, disability or age. #J-18808-Ljbffr