Senior Financial Advisor: Strategy, Growth & Client Success

Northern Trust; Denver (CO); On-site; USD 96,000 - 162,000; Full time

Job summary

Northern Trust is seeking an experienced securities sales professional in the U.S. to advise clients, develop strategies, and collaborate with traders and advisory teams. The role emphasizes high client service, market awareness, and robust documentation in Salesforce.

The ideal candidate has 5+ years in the securities industry, holds Series 7 and 66 licenses (or 63/65), with CFP designation preferred. Travel may be required in serving clients across regions.

Qualifications

• Minimum 5+ years of securities industry and sales experience.
• Broad knowledge of all securities products and services.
• Required Securities licenses: Series 7, 66 (or 63/65). CFP designation preferred.

Responsibilities

• Consults with clients to identify goals and risk appetite to tailor solutions.
• Works in a team to identify and develop clients aligned with target profiles.
• Uses market knowledge to inform clients and educate on strategies, including concentrated positions.
• Documents client interactions in Salesforce for the advisory team.

Skills

Sales experience

Strong communication

Client advisory

Team collaboration

Education

Series 7 license

Series 66 license

CFP designation (preferred)

Tools

Salesforce

Excel

Job description

Northern Trust is seeking an experienced securities sales professional in the U.S. to advise clients, develop strategies, and collaborate with traders and advisory teams. The role emphasizes high client service, market awareness, and robust documentation in Salesforce.

The ideal candidate has 5+ years in the securities industry, holds Series 7 and 66 licenses (or 63/65), with CFP designation preferred. Travel may be required in serving clients across regions.