Senior Financial Advisor — Wealth Strategy & Growth

015 Northern Trust Securities, Inc

Denver (CO)

On-site

USD 96,000 - 162,000

Full time

3 days ago

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Benefits offered by this job

retirement benefits

health and welfare benefits

paid time off

parental and caregiver leave

life & accident insurance

other benefits

Job summary

Northern Trust in Denver is seeking a senior securities professional with strong sales experience to guide high‑net‑worth clients and coordinate with traders to deliver tailored investment solutions.

The role emphasizes client service, market insight, and collaboration across teams, with licensing requirements and CFP designation preferred. A discretionary bonus program and competitive benefits accompany a strong compensation package.

Qualifications

Minimum 5+ years in securities industry and sales.
Broad knowledge of securities products; options expertise preferred.
Securities licenses required: Series 7 and 66 (or 63/65). Professional designation CFP preferred.

Responsibilities

Consult with clients to identify goals and risk appetite; provide investment solutions.
Collaborate with team to identify and develop client prospects for Northern Trust.
Utilize broad market knowledge to inform clients and educate partners on strategies.
Document client interactions in Salesforce to keep advisory team informed.
Monitor markets to recommend timely strategy decisions for clients.