Associate Wealth Advisor

Northern Trust Corp; Boca Raton (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Northern Trust Corp in Boca Raton, FL, is seeking an Associate Wealth Advisor to manage client financial data and assist in wealth planning. Candidates should have 3 to 5 years of experience with high-net-worth individuals.

The role requires strong financial analysis skills, effective communication, and knowledge of financial services. Join a flexible and collaborative culture committed to serving successful clients.

Qualifications

• 3 to 5 years of financial and wealth planning experience with high-income clients.
• Strong knowledge of financial markets and analysis.
• Pursuing professional designations such as CFP or MBA.

Responsibilities

• Maintain and manage client financial wealth data.
• Assist in designing client profiles and wealth management plans.
• Prepare presentations for client meetings.
• Conduct research on wealth planning solutions.

Skills

Client relationship management

Financial analysis

Wealth planning

Communication

Education

CFP or MBA or similar

Job description

## Associate Wealth AdvisorApplylocations: Boca Raton, FLtime type: Full timeposted on: Posted Yesterdayjob requisition id: R155094**About Northern Trust:**Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.Major Duties :1. Collect, organize and maintain client personal and financial wealth plan profile data.2. Review and synthesize client profile data and assist in the design of client profiles and wealth plans integrating wealth management, wealth transfer and tax efficiency goals.3. Communicate with internal and external partners, professional advisors and others to obtain and deliver wealth plan related information.4. Conduct fundamental research related to wealth plan solutions and strategies.5. Identify and prepare fee analysis of Northern and other products and services.6. Prepare presentations for client meetings.7. Where supporting Lead Relationship Manager, interact with service areas to help determine service requirements and issue resolution strategies and coordinate daily activities, oversee transaction processing, and handle inquiry resolution.8. Carries out complex activities with significant financial, client, and/or internal business impact9. May have direct interaction with committees and/or Senior Management10. Able to serve as a key subject matter expert and mentor to other more junior level employees11. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role)12. More technically sound in area of expertise and has broader knowledge of other areas13. Delivers a work product that requires less revision14. Able to facilitate discussions and reach decisionsKnowledge :Knowledge of financial services, financial markets and financial planning, usually acquired by formal education or work related experience. Knowledge of financial analysis required to analyze and interpret data. Expected to have or be pursuing professional designations including CFP, MBA and similar evidence of advanced learning and professional qualification.Experience :3 to 5 years of financial and wealth planning and analysis experience with high-income/net worth individuals and families desired.**Working with Us:**As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater**Reasonable accommodation**Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail] hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.