Associate Portfolio Advisor: Shape Client Wealth Strategy

Northern Trust; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Northern Trust seeks an experienced professional to manage investment activities for high‑value accounts and portfolios. You will partner with Investment Advisors to understand and refine strategies, coordinating with the client service team and external stakeholders to meet client objectives.

The role emphasizes analytical interpretation of market information, adherence to guidelines, and ongoing professional development within a collaborative wealth management environment.

Qualifications

• Knowledge of investment theory and portfolio management principles.
• Ability to interpret client needs in the context of investment strategies.
• Experience in investment services and leading small projects.

Responsibilities

• Manage investment activities for fee-revenue accounts and client portfolios.
• Assist in developing recommendations to achieve client objectives.
• Collaborate with Investment Advisors to align strategies with client goals.
• Coordinate portfolio activity with the client service team and co-trustees.
• Provide guidance to Investment Associates and support senior management.

Skills

Investment knowledge

Analytical skills

Portfolio management

Education

Bachelor's degree in finance

Tools

CRA

Wealthbench

GPS

WM Alternatives

Job description

Northern Trust seeks an experienced professional to manage investment activities for high‑value accounts and portfolios. You will partner with Investment Advisors to understand and refine strategies, coordinating with the client service team and external stakeholders to meet client objectives.

The role emphasizes analytical interpretation of market information, adherence to guidelines, and ongoing professional development within a collaborative wealth management environment.