Senior CFP Wealth Planner for UHNW Executives

Northern Trust Corp; Chicago (IL); Presencial; USD 165.000 - 288.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

retirement benefits (401k and pension)

health and welfare benefits (medical,

paid time off

parental and caregiver leave

life & accident insurance

other voluntary and well-being

Discretionary bonus program

Descripción de la vacante

Northern Trust in Chicago seeks a Senior Financial Planner, CFP, to craft sophisticated, goals-based wealth strategies for high-net-worth clients. You will collaborate with relationship teams, specialists, and clients’ advisors to deliver integrated solutions across investments, banking, trust, estate planning, tax efficiency, and philanthropy.

The role combines technical expertise, relationship management, and business development, with an expectation of in-office presence in Chicago and

Formación

• Minimum of 7 years of wealth planning experience with high-net-worth clients.
• Certified Financial Planner (CFP) and/or Juris Doctorate required.
• Willing to travel for client engagements and business development.
• Office presence expected: in office at least 4 days/week in Chicago location.

Responsabilidades

• Serve as the primary wealth-planning resource for high-net-worth clients.
• Collaborate with C-Suite executives, Private Equity, and Big Four partners to deliver coordinated solutions.
• Build comprehensive wealth plans and cash projections using E-Money or MoneyGuidePro.
• Coordinate across teams to implement client strategies and monitor changes in laws.
• Support business development with meetings, proposals, and relationship reviews.

Conocimientos

Wealth transfer planning

Tax planning

Estate planning

Wealth management

Public speaking

Educación

CFP certification

Juris Doctorate

Herramientas

E-Money

MoneyGuidePro

Descripción del empleo

Northern Trust in Chicago seeks a Senior Financial Planner, CFP, to craft sophisticated, goals-based wealth strategies for high-net-worth clients. You will collaborate with relationship teams, specialists, and clients’ advisors to deliver integrated solutions across investments, banking, trust, estate planning, tax efficiency, and philanthropy.

The role combines technical expertise, relationship management, and business development, with an expectation of in-office presence in Chicago and