Associate Wealth Advisor

Northern Trust; Boca Raton (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

Northern Trust in Boca Raton, Florida, is seeking a professional to assist in client wealth planning. The position involves collecting client data, analyzing financial needs, and designing customized wealth management solutions.

The ideal candidate will have 3 to 5 years of relevant experience with high-income individuals and be knowledgeable in financial services. Northern Trust is committed to providing outstanding service and encourages applications from individuals with diverse backgrounds.

Qualifications

• 3 to 5 years of financial and wealth planning experience.
• Experience with high-income/net worth individuals and families is desired.
• Knowledge of financial markets and financial planning.

Responsibilities

• Collect and maintain client financial data.
• Assist in designing client profiles and wealth plans.
• Conduct fundamental research on wealth plan solutions.

Skills

Financial services knowledge

Financial analysis

Communication skills

Research ability

Education

Professional designations such as CFP® or MBA

Job description

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

• Collect, organize and maintain client personal and financial wealth plan profile data.
• 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.
• Communicate with internal and external partners, professional advisors and others to obtain and deliver wealth plan related information.
• Conduct fundamental research related to wealth plan solutions and strategies.
• Identify and prepare fee analysis of Northern and other products and services.
• Prepare presentations for client meetings.
• Support 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.
• Carry out complex activities with significant financial, client, and/or internal business impact.
• May have direct interaction with committees and/or Senior Management.
• Able to serve as a key subject matter expert and mentor to other more junior level employees.
• May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role).
• Be more technically sound in area of expertise and have broader knowledge of other areas.
• Deliver a work product that requires less revision.
• Able to facilitate discussions and reach decisions.

Knowledge

• 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.

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].