Associate Financial Advisor — Growth Path to Lead Advisor

Northern Trust Corp.; Boca Raton (FL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Retirement benefits (401k and pension)

Health and welfare benefits

Paid time off

discretionary bonus program

Job summary

Northern Trust Corp. is seeking an Associate Financial Advisor in Boca Raton to support senior advisors, engage with high-net-worth clients, and develop deep wealth management plans. You will assist in meetings, perform financial planning, and contribute to comprehensive investment strategies.

The role offers mentorship, exposure to sophisticated solutions, and a path to managing your own client relationships over time.

Qualifications

• Bachelor's degree in finance, business, economics required.
• FINRA licenses: SIE, Series 7, Series 66 required or planned.
• 1–3 years in wealth management, brokerage, or financial services preferred.

Responsibilities

• Partner with a Senior Financial Advisor to support and deepen client relationships.
• Participate in client meetings and assist with financial planning, portfolio reviews, and investment recommendations.
• Conduct investment and market research to support client conversations and planning opportunities.
• Learn and utilize planning technology, including eMoney, to develop client strategies.
• Support business development through outreach and relationship expansion.

Skills

Communication skills

Relationship building

Team collaboration

Education

Bachelor's degree in finance, business, economics

FINRA licenses: SIE, Series 7, Series 66

Tools

eMoney

Job description

Northern Trust Corp. is seeking an Associate Financial Advisor in Boca Raton to support senior advisors, engage with high-net-worth clients, and develop deep wealth management plans. You will assist in meetings, perform financial planning, and contribute to comprehensive investment strategies.

The role offers mentorship, exposure to sophisticated solutions, and a path to managing your own client relationships over time.