Mentored Financial Advisor in Wealth Management

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

Benefits offered by this job

Retirement benefits

Health and welfare benefits

Paid time off

Parental leave

Life & accident insurance

Job summary

Northern Trust Securities, Inc. is seeking an Associate Financial Advisor in Boca Raton, FL to learn, grow, and develop into a trusted advisor for high-net-worth clients.

You will work with an experienced Senior Financial Advisor, gaining hands-on exposure to client relationship management, financial planning, and investment solutions. You will collaborate with leading specialists across Northern Trust Asset Management, Capital Markets, and third-party providers to deliver sophisticated wealth

Qualifications

• 1-3 years of experience in wealth management or financial services.
• Bachelor's degree in finance, business, economics, or related field.
• FINRA licenses required: SIE, Series 7, Series 66 (or Series 63/65).
• Strong communication and relationship-building skills.
• Ability to manage multiple priorities in a fast-paced environment.

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 financial planning technology, including eMoney, to help develop comprehensive client strategies.
• Collaborate with internal specialists and business partners to deliver customized wealth management solutions.
• Support business development through client outreach and portfolio conservation initiatives.
• Assist with account administration, servicing requests, and regulatory documentation.

Skills

Communication skills

Relationship-building

Self-motivated

Multi-tasking

Financial services knowledge

Education

Bachelor's degree

Tools

eMoney

Job description

Northern Trust Securities, Inc. is seeking an Associate Financial Advisor in Boca Raton, FL to learn, grow, and develop into a trusted advisor for high-net-worth clients.

You will work with an experienced Senior Financial Advisor, gaining hands-on exposure to client relationship management, financial planning, and investment solutions. You will collaborate with leading specialists across Northern Trust Asset Management, Capital Markets, and third-party providers to deliver sophisticated wealth