Mentored Financial Advisor — Launch Your Wealth Career

Northern Trust Corp; Boca Raton, Northern (FL, KY); Híbrido; USD 70.000 - 120.000; Jornada completa

Descripción de la vacante

Northern Trust is seeking an Associate Financial Advisor in Boca Raton, FL, with a goal to develop into a trusted advisor for high-net-worth clients. You will work with a Senior Financial Advisor on client relationships, planning, and investment strategies.

The role offers hands-on client exposure, access to wealth management specialists, and a structured progression toward managing your own book of business as you gain expertise.

Formación

• 1-3 years of experience in wealth management, brokerage, investment advisory, or financial services.
• Bachelor's degree in finance, Business, Economics, or a related field.
• FINRA licenses required: SIE, Series 7, and Series 66 (or Series 63/65).
• Strong communication and relationship-building skills.
• Self-motivated, goal-oriented mindset with a passion for helping clients achieve their financial goals.
• Ability to manage multiple priorities in a fast-paced, team-oriented environment.
• Knowledge of investment products and financial markets; options experience is a plus.

Responsabilidades

• 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 efforts through client outreach, relationship expansion, and portfolio conservation initiatives.
• Assist with account administration, servicing requests, and regulatory documentation.
• Develop the knowledge and confidence necessary to independently manage client relationships over time.

Conocimientos

Communication

Relationship-building

Sales experience

Educación

Bachelor's degree in finance, Business, Economics, or related field

Herramientas

eMoney

Descripción del empleo

Northern Trust is seeking an Associate Financial Advisor in Boca Raton, FL, with a goal to develop into a trusted advisor for high-net-worth clients. You will work with a Senior Financial Advisor on client relationships, planning, and investment strategies.

The role offers hands-on client exposure, access to wealth management specialists, and a structured progression toward managing your own book of business as you gain expertise.