Senior Financial Advisor — Wealth Strategy & Growth

Northern Trust; Chicago (IL); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

401(k) and pension benefits

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accidental insurance

Discretionary bonus program

Job summary

Northern Trust is seeking a Senior/Financial Advisor to guide clients through wealth management solutions, including stocks, bonds, mutual funds, and structured notes. You will advise on investment strategies, assess risk, and work with a team to identify suitable clients and opportunities.

The role emphasizes delivering best-in-class execution and customized advice, leveraging deep market knowledge and a client-centric approach to help clients reach their financial goals.

Qualifications

• 5+ years of securities industry and sales experience.
• Broad knowledge of all securities products; options expertise preferred.
• Professional designation (CFP) preferred.
• Strong sales, communication, and group presentation skills.
• Some travel may be required.
• Experience with Salesforce.

Responsibilities

• Consult with clients to identify goals, objectives, and risk appetite.
• Provide solutions and strategies to help clients achieve goals.
• Work in a team to identify and develop clients and prospects.
• Use broad market knowledge to inform clients and educate partners on strategies.
• Balance high level execution with development and strategic direction of business activities.

Skills

Sales experience

Securities products knowledge

Options knowledge

Sales presentations

Communication skills

Travel required

Salesforce

Education

CFP designation preferred

Tools

Salesforce

Job description

Northern Trust is seeking a Senior/Financial Advisor to guide clients through wealth management solutions, including stocks, bonds, mutual funds, and structured notes. You will advise on investment strategies, assess risk, and work with a team to identify suitable clients and opportunities.

The role emphasizes delivering best-in-class execution and customized advice, leveraging deep market knowledge and a client-centric approach to help clients reach their financial goals.