Regional Wealth Advisor, Family Office Solutions

Northern Trust Corp; Florida; Vor Ort; USD 120.000 - 160.000; Vollzeit

Zusammenfassung

Northern Trust Corp is seeking a Regional Wealth Advisor for the Family Office Solutions team in the Town of Florida, NY. The ideal candidate will have a proven track record working with ultra-high net worth clients and be responsible for developing comprehensive wealth plans.

This role emphasizes collaboration with local teams and client advisors to ensure effective wealth management solutions. Applicants should have at least 10 years of experience, expertise in wealth transfer and estate planning, and relevant professional qualifications.

Qualifikationen

• 10+ years of experience working with ultra-high net worth clients.
• Strong knowledge in wealth management and planning.
• Advanced educational and professional designations.

Aufgaben

• Develop comprehensive personal and financial wealth profiles for clients.
• Design wealth plans integrating wealth management and tax efficiency.
• Collaborate with local teams to implement client's wealth plans.
• Assist in expanding client relationships through new products.

Kenntnisse

Wealth transfer planning

Taxation

Estate planning solutions

Wealth management products and services

Interpersonal skills

Analytical skills

Consultative orientation

Ausbildung

JD, CFP, MBA or similar

Jobbeschreibung

## Regional Wealth Advisor, Family Office SolutionsApplylocations: Ft. Lauderdale, FLtime type: Full timeposted on: Posted Todayjob requisition id: R155954**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.The Regional Wealth Advisor for the Family Office Solutions team acts as a technical expert in complex individual and family client relationships for ultra-high net worth clients ($100 million and above) who desire a sophisticated, multi-disciplinary wealth plan. The Regional Wealth Advisor in the South Region is knowledgeable in the full capabilities of Northern Trust and will work in collaboration with local teams/client's professional advisors and other Northern professionals in the delivery of integrated wealth management services, that includes the development of a comprehensive personal and financial wealth profile, ascertaining wealth related goals, and the design of the wealth plan, with an emphasis on wealth plan solutions and modeling. RESPONSIBILITIES:1. Develop a comprehensive personal and financial wealth profile on the client and the client’s family including identification of wealth related life goals in collaboration with local teams/client's professional advisors and other Northern professionals.2. Design, in collaboration with the client’s professional advisors and other Northern Trust partners, a wealth plan integrating wealth management, wealth transfer and tax efficiency goals.3. Work in close collaboration with the local teams, including the Investment, Trust and Banking Advisors, and other Northern Trust professionals in supporting the implementation of the client’s wealth plan.4. Provide periodic review and revision of client’s wealth plan upon request in event of material changes of client circumstances.5. Actively assist in the sales process and identification of opportunities to expand client relationships through the introduction of new products and services.6. Serve as a mentor to Wealth Advisors and Wealth Advisor Associates.7. Contribute to the development and implementation of Northern Trust wealth planning resources, solutions and products.8. Engage in cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.**The successful candidate will have the following competencies:*** Expert knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services usually acquired through extensive work-related experience with ultra-high net worth clients (clients with net worth of $100 million and above) in financial services, law or consulting. Ideally has knowledge of wealth management services, products and solutions.* Broad based technical and analytical skills in wealth planning, wealth transfer, tax, philanthropy, cross boarder, fiduciary practice, asset location and preservation and related disciplines. Strong interpersonal skills and proactive consultative orientation.* Minimum of 10+ years or more of wealth planning experience working with high-net-worth individuals and families in a comprehensive capacity.* Advanced educational and professional designations including JD, CFP, MBA or similar evidence of advanced learning and professional consulting qualification.**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.