Associate Financial Advisor - Path to Lead Advisor

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

Benefits offered by this job

Comprehensive benefits

Discretionary bonus program

401k and pension

Job summary

Northern Trust seeks an Associate Financial Advisor who is eager to learn, grow, and develop into a trusted advisor for high-net-worth clients. You'll work with an experienced Senior Financial Advisor and gain hands-on exposure to client relationship management, financial planning, investment solutions, and business development.

This role offers a structured pathway toward managing your own client relationships and eventually building a personal book of business as a Financial Advisor.

Qualifications

• 1-3 years of experience in wealth management, brokerage, investment advisory, or financial services.
• Bachelor's degree in finance, business, economics or related field.
• FINRA licenses required: SIE, Series 7, and Series 66 (or Series 63/65).

Responsibilities

• Support and deepen client relationships with a Senior Financial Advisor.
• 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 financial planning technology, including eMoney, to develop client strategies.
• Collaborate with internal specialists to deliver customized wealth management solutions.
• Assist with business development through client outreach and relationship expansion.

Skills

Strong communication

Relationship building

Self-motivated

Education

Bachelor's degree in finance

Tools

SIE

Series 7

Series 66

Job description

Northern Trust seeks an Associate Financial Advisor who is eager to learn, grow, and develop into a trusted advisor for high-net-worth clients. You'll work with an experienced Senior Financial Advisor and gain hands-on exposure to client relationship management, financial planning, investment solutions, and business development.

This role offers a structured pathway toward managing your own client relationships and eventually building a personal book of business as a Financial Advisor.