Senior Portfolio Advisor – Wealth Management

Northern Trust Corp; Lake Forest, Northern (IL, KY); Hybrid; USD 115,000 - 195,000; Full time

Benefits offered by this job

Comprehensive benefits

Discretionary bonus program

401k and pension

Job summary

Northern Trust in Lake Forest, IL seeks a Portfolio Advisor in Wealth Management to manage investment activities for a broad set of fee-generating accounts, representing HNW and UHNW trusts within a Wealth Advisory team.

The ideal candidate has 8+ years of wealth management experience, with a CFA designation preferred, and strong decision making, sales and negotiation skills. Salary ranges from USD 114,500 to 194,700 with comprehensive benefits and bonus potential.

Qualifications

• Minimum 8 years of investment experience with wealth management clients (HNW/UHNW).
• Strong knowledge of investment theory and portfolio management concepts.

Responsibilities

• Manage investment activities for major fee revenue accounts.
• Represent HNW/UHNW clients in a Wealth Advisory team.
• Develop investment strategies and adjust as objectives evolve.
• Collaborate with client service, legal and other teams to meet client needs.

Skills

Investment management

Wealth management

Sales & negotiation

Decision making

Job description

Northern Trust in Lake Forest, IL seeks a Portfolio Advisor in Wealth Management to manage investment activities for a broad set of fee-generating accounts, representing HNW and UHNW trusts within a Wealth Advisory team.

The ideal candidate has 8+ years of wealth management experience, with a CFA designation preferred, and strong decision making, sales and negotiation skills. Salary ranges from USD 114,500 to 194,700 with comprehensive benefits and bonus potential.