Financial Advisor

Job Title

Job Description

Responsibilities:

Consults with clients to identify their goals, objectives and appetite for risk. This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients' goals

Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern target profiles

Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions

Collaborates and understands working with NTSI traders to ensure excellence in execution

Participates in team conversations to help develop and implement best in class investment strategies and solutions that will to maximize their sales efforts

Thorough documentation of client notes/interaction into Salesforce is a must to ensure all members of the advisory team are informed and kept up to date on client interaction

Monitors the market and information sources to make appropriate and timely strategy decisions to clients and partners

Fully participates in all ongoing training and meeting initiatives

Sets personal sales goals and business plan with manager based on experience and product knowledge

Providing the highest level of client service to clients is a top priority

Operates independently; has in-depth knowledge of business unit / function

As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level

Carries out activities that are large in scope, cross-functional and technically difficult

Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities

Conducts preliminary analysis

Responsible for direct interaction with different committees and/or management

Strategic in developing, implementing and administering programs within functional areas

Strong sales, communication, and group presentation skills

Individual must be goal driven and self-motivated

Some travel may be required

Experience:

Minimum 5+ years of securities industry and sales experience

Must have broad based knowledge of all securities products, options expertise preferred

Required Securities license: Series 7, 66 (or 63/65)

Professional designation preferred (CFP)

Salary Range:

$110,000 - 185,000 USD

Salary 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 View email address on click.appcast.io, or alternatively you can discuss your individual requirements with the recruiter you are working with.