Senior/Financial Advisor

Northern Trust Corp; Nevada (IA); Hybrid; USD 95,000 - 140,000; Full time

Benefits offered by this job

401k matching

Pension plan

Health, dental, vision

Paid time off

Life & disability insurance

Job summary

Northern Trust is seeking a Senior/Financial Advisor in the United States to advise clients on a broad range of investment solutions within Wealth Management. You will work to identify goals and risk appetite and deliver best-in-class execution and guidance.

The role requires securities know-how, active client engagement, and collaboration with a team to develop tailored strategies. Travel may be required as part of client coverage and relationship building.

Qualifications

• 5+ years of securities industry and sales experience.
• Broad knowledge of all securities products; options expertise preferred.
• Must have Series 7 and Series 66 (or 63/65).
• CFP designation preferred.

Responsibilities

• Consult with clients to identify goals, objectives and risk appetite.
• Provide investment solutions and strategies to help clients reach objectives.
• Work in a team to identify and develop suitable client prospects.
• Educate clients and partners on markets and strategy; balance execution with direction.

Skills

Securities knowledge

Sales experience

Strong communication

Client advisory

Series 7 license

Series 66 license

CFP preferred

Tools

Salesforce

Job description

## Senior/Financial AdvisorApply: Las Vegas, NV: Chicago, IL: Full time: Posted Yesterday: R137650**About Northern Trust** As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. The main focus of the Northern Trust Senior/Financial Advisor is to advise on a variety of investment solutions, as part of an overall Wealth Management process. The advisor will work to provide best in class execution and investment advice that is intended to help clients accomplish their financial goals and objectives. Investment strategies include, but are not limited to, stocks, bonds, mutual funds, unit investment trusts, option strategies, 10b5-1s, structured notes, and fee-based solutions. - The Northern Trust Financial Advisor consults with clients to identify their goals, objectives and appetite for risk. - This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients’ goals target. - Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern Trust. - Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners on specific strategies, particularly concentrated around positions. - Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities. Qualifications: - 5+ years of securities industry and sales experience. - Must have broad based knowledge of all securities products, options expertise preferred. - Required Securities license: Series 7, 66 (or 63/65) - Professional designation preferred (CFP) - Strong sales, communication, and group presentation skills. - Individual must be goal driven and self-motivated. - Some travel may be required. - Experience with SalesforceSalary Range:$95,000 - 140,000 USD*Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.* **Work Authorization** Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).