Portfolio Advisor, Wealth Management & Growth

Northern Trust Corp; San Diego (CA); Hybrid; USD 115,000 - 195,000; Full time

Benefits offered by this job

401k and pension

Health, dental, vision

PTO

Parental leave

Life & disability insurance

Well-being benefits

Equity bonus program

Job summary

Northern Trust Corporation in San Diego is seeking an experienced investment professional to manage portfolios and guide client strategies. You will work with Investment Advisors and a client-service team to deliver tailored solutions while mentoring junior staff.

The role requires knowledge of investment theory, strong analytical skills, and a proactive approach to risk management within a trusted wealth-management environment. This position offers competitive pay and comprehensive benefits.

Qualifications

• Knowledge of investment and portfolio management theory and financial principles required to manage portfolios.
• Analytical and interpretive skills needed to understand client needs in the context of investment strategies.

Responsibilities

• Manage investment activities for major fee-revenue accounts with guidance.
• Assist in developing investment objectives for specific clients.
• Collaborate with Investment Advisors to align strategy with client goals.

Skills

Investment knowledge

Analytical thinking

Mentorship

Client collaboration

Tools

CRA

Wealthbench

GPS

WM Alternatives

Job description

Northern Trust Corporation in San Diego is seeking an experienced investment professional to manage portfolios and guide client strategies. You will work with Investment Advisors and a client-service team to deliver tailored solutions while mentoring junior staff.

The role requires knowledge of investment theory, strong analytical skills, and a proactive approach to risk management within a trusted wealth-management environment. This position offers competitive pay and comprehensive benefits.