Senior Banking Advisor, Wealth & Credit Solutions

The Northern Trust Company

Fort Myers (FL)

On-site

USD 90,000 - 140,000

Full time

3 days ago
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Job summary

Northern Trust is seeking a Senior Banking Advisor in Fort Myers, FL, to apply banking and credit expertise to high-net-worth clients. You will build trusted relationships, deliver tailored lending and liquidity solutions, and coordinate across teams to provide comprehensive wealth-management services.

The role emphasizes client-focused advisory, cross-functional collaboration, and the ongoing evolution of banking capabilities within the wealth platform.

Qualifications

  • Deep banking and credit expertise with a practical solutions-oriented approach.
  • Strong relationship management skills with the ability to influence and build trust.
  • Excellent communication skills and ability to explain complex financial concepts clearly.
  • Education/Experience: College degree required or preferred; industry experience expected.

Responsibilities

  • Build and deepen client relationships to expand banking engagement.
  • Advise clients on complex banking and credit needs as a wealth management advisor.
  • Structure and deliver customized credit solutions from analysis through closing.
  • Collaborate across teams to provide seamless client solutions and evolve wealth platform capabilities.

Skills

Banking expertise
Credit strategies
Relationship management
Communication skills

Education

Bachelor's degree or higher

Job description

Northern Trust is seeking a Senior Banking Advisor in Fort Myers, FL, to apply banking and credit expertise to high-net-worth clients. You will build trusted relationships, deliver tailored lending and liquidity solutions, and coordinate across teams to provide comprehensive wealth-management services.

The role emphasizes client-focused advisory, cross-functional collaboration, and the ongoing evolution of banking capabilities within the wealth platform.

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