Sr Wealth Advisor

About Northern Trust Northern Trust, a Fortune 500 financial institution, has operated since 1889, offering wealth management services to high‑net‑worth individuals and families. Major Duties Develop a comprehensive personal and financial wealth profile on the client and the client’s family, identifying wealth related life goals in collaboration with Lead Relationship Manager where applicable. Design and implement a wealth plan in collaboration with the client’s professional advisors and Northern partners, integrating wealth management, wealth transfer, and tax efficiency goals. Collaborate with the Portfolio Manager, Regional Wealth Advisor, Trust Advisor, Banker, and other Northern Trust professionals to implement the client’s wealth plan. Monitor and periodically update the client wealth plan. Assist in the sales process and identify opportunities to expand client relationships through introduction of new Northern Trust products and services. Mentor Associate Wealth Advisors and Wealth Advisors. Engage in cultivation of professional advisor relationships, including attendance at professional conferences and networks. Operate independently with in‑depth knowledge of the business unit/function. Act as a subject area expert, providing comprehensive, in‑depth consulting and leadership to the 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 and development with strategic direction of business function activities. Conduct preliminary analysis. Handle direct interaction with different committees and/or management. Strategically develop, implement, and administer programs within functional areas. Knowledge Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services, usually acquired through extensive experience with high/ultra‑high net worth clients in financial services, law, or consulting. Broad technical and analytical skills in wealth planning, wealth transfer, tax, philanthropy, fiduciary practice, asset location, and preservation. 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 equivalent are desired. Salary Range $189,290 – $331,200 USD (base pay estimate) Benefits Retirement benefits (401(k) and pension) Health and welfare benefits (medical, dental, vision, spending accounts, disability) Paid time off, parental and caregiver leave Life & accident insurance Other voluntary and well‑being benefits Discretionary bonus program, possibly including equity component EEO Statement Northern Trust is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other legally protected characteristic. #J-18808-Ljbffr