Senior Fiduciary Wealth Advisor

001 The Northern Trust Company; Jacksonville (FL); On-site; USD 120,000 - 160,000; Full time

Job summary

The Northern Trust Company seeks a senior fiduciary-focused Relationship Advisor to manage complex wealth management client relationships. You will coordinate with client service teams, professional advisors, and internal resources to deliver high-quality fiduciary services, navigate regulatory changes, and drive client satisfaction while mentoring junior staff.

Responsibilities include leading conversations on goals-driven wealth management, leveraging Northern Trust resources, and building

Qualifications

• Extensive knowledge of fiduciary and financial products and services.
• Experience with fiduciary accounts and related tax/legal/operational considerations.
• Understanding of fiduciary standards and applicable laws.

Responsibilities

• Lead client conversations focused on goals-driven wealth management and holistic advice, providing proactive guidance on Northern Trust products and services, emerging issues, and regulatory or tax changes.
• Translate complex concepts into clear, client-friendly language while leveraging resources to identify opportunities for relationship enhancement.
• Maintain proactive and responsive client service through effective written and verbal communication, managing time and priorities.
• Cultivate relationships with referral sources and external professional advisors to build the business and represent Northern Trust in professional organizations.
• Travel as appropriate to meet client service, revenue, and new business development needs.

Skills

Fiduciary knowledge

Leadership

Problem solving

Negotiation

Delegation

Sales

Communication skills

Education

College degree or higher

JD preferred

Job description

The Northern Trust Company seeks a senior fiduciary-focused Relationship Advisor to manage complex wealth management client relationships. You will coordinate with client service teams, professional advisors, and internal resources to deliver high-quality fiduciary services, navigate regulatory changes, and drive client satisfaction while mentoring junior staff.

Responsibilities include leading conversations on goals-driven wealth management, leveraging Northern Trust resources, and building