Senior Financial Advisor: Client Wealth & Strategy

Northern Trust Corp; Newport Beach (CA); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

401k retirement plan

Health and welfare benefits

Paid time off

Discretionary bonus program

Job summary

Northern Trust Corp in Newport Beach is looking for an experienced Financial Advisor to deliver tailored financial services to clients. This full-time position requires strong analytical skills, a deep understanding of securities products, and a commitment to exceptional client service. Responsibilities include consulting with clients, monitoring market trends, and collaborating with the advisory team. The role offers a salary range of $95,000 to $140,000 USD along with a comprehensive benefits package including healthcare and retirement plans.

Qualifications

• Minimum 5+ years of securities industry and sales experience.
• Broad based knowledge of all securities products.
• Options expertise preferred.

Responsibilities

• Consults with clients to achieve their financial goals.
• Monitors market trends to advise clients.
• Documents client interactions thoroughly.
• Participates in training and sales strategy discussions.

Skills

Sales skills

Communication skills

Group presentation skills

Knowledge of securities products

Risk assessment

Education

Securities license: Series 7

Securities license: Series 66 (or 63/65)

CFP designation

Tools

Salesforce

Job description

Northern Trust Corp in Newport Beach is looking for an experienced Financial Advisor to deliver tailored financial services to clients. This full-time position requires strong analytical skills, a deep understanding of securities products, and a commitment to exceptional client service. Responsibilities include consulting with clients, monitoring market trends, and collaborating with the advisory team. The role offers a salary range of $95,000 to $140,000 USD along with a comprehensive benefits package including healthcare and retirement plans.