Senior Financial Advisor | Wealth Strategy & Equity Eligible

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

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.