Senior Fiduciary Wealth Advisor

Northern Trust; Vero Beach (FL); On-site; USD 150,000 - 210,000; Full time

Job summary

Northern Trust is seeking a Sr. Relationship Advisor in the United States to manage sophisticated fiduciary client relationships and deliver high-quality fiduciary services.

You will collaborate with client service teams and professional advisors to ensure timely delivery and superior client satisfaction. As a senior member of the service team, you will lead conversations, mentor colleagues, and help identify advisory solutions while navigating fiduciary duties, tax considerations, and

Qualifications

• Extensive knowledge of fiduciary and financial products and services.
• Experience managing complex client relationships.
• Understanding of fiduciary duties and applicable laws.
• Ability to translate complex concepts for clients.
• Strong leadership, problem solving, and negotiation skills.
• Experience in advisory or estate planning fields is advantageous.

Responsibilities

• Manage an assigned account base of sophisticated wealth management clients, collaborating with client service teams and professional advisors.
• Lead client conversations focusing on goals-driven wealth management and holistic advice.
• Leverage knowledge of fiduciary standards to identify opportunities and deliver high-quality service.
• Maintain proactive client service with clear communication and time management.
• Recognize fiduciary risk issues and apply sound judgment in compliance with policies.
• Cultivate relationships with referral sources and external advisors to grow the business.
• Travel as appropriate to meet client service and revenue needs.
• Mentor less experienced partners and serve as a subject matter expert on fiduciary matters.
• Pursue ongoing development of fiduciary and advisory skills.

Skills

Relationship management

Client communication

Leadership

Fiduciary knowledge

Negotiation

Strategic advisory

Education

Bachelor's degree (or equivalent)

JD or equivalent credential

Job description

Northern Trust is seeking a Sr. Relationship Advisor in the United States to manage sophisticated fiduciary client relationships and deliver high-quality fiduciary services.

You will collaborate with client service teams and professional advisors to ensure timely delivery and superior client satisfaction. As a senior member of the service team, you will lead conversations, mentor colleagues, and help identify advisory solutions while navigating fiduciary duties, tax considerations, and