Senior Portfolio Advisor, Wealth Management

Northern Trust Corp; Dallas (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

Northern Trust Corp is seeking a Portfolio Advisor in Dallas, TX to manage investment accounts for individual clients. The role involves developing tailored investment strategies and maintaining client relationships, requiring 6-8 years of investment experience and a strong understanding of market dynamics.

As part of a collaborative team, you'll leverage your analytical skills to provide exceptional service and ensure alignment with client objectives. Northern Trust encourages a flexible work environment and values inclusion and community engagement.

Qualifications

• 6-8 years of investment experience with proven performance.
• Knowledge of financial principles and investment strategies.
• Ability to manage complex portfolios and client relationships.

Responsibilities

• Manage investment activities for assigned accounts.
• Develop investment strategies tailored to individual clients.
• Ensure effective communication with clients and co-trustees.
• Solve complex investment-related issues using analytical judgment.

Skills

Investment management

Client communication

Analytical judgment

Sales skills

Negotiation skills

Education

Relevant degree in finance or related field

Job description

Northern Trust Corp is seeking a Portfolio Advisor in Dallas, TX to manage investment accounts for individual clients. The role involves developing tailored investment strategies and maintaining client relationships, requiring 6-8 years of investment experience and a strong understanding of market dynamics.

As part of a collaborative team, you'll leverage your analytical skills to provide exceptional service and ensure alignment with client objectives. Northern Trust encourages a flexible work environment and values inclusion and community engagement.