Senior Private Wealth Advisor & Growth Leader

Northern Trust Corp; Atlanta (GA); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

Flexible work culture

Collaborative environment

Community service initiatives

Job summary

Northern Trust Corp is seeking a Private Wealth Director in Atlanta, GA. The role involves cultivating long-term client relationships, advising on complex financial needs, and driving organic growth through client retention and expansion. The ideal candidate will have 10–15 years of experience in relationship management, a Bachelor's degree in a relevant field, and strong skills in investment and tax planning. Join a flexible, collaborative workplace focused on greater achievements and community service.

Qualifications

• 10–15 years of industry experience, including relationship management.
• Strong emotional intelligence and interpersonal skills.
• Experience with complex financial information.

Responsibilities

• Cultivate and manage long-term relationships with clients.
• Develop new business leads from internal and external sources.
• Partner with experts to deliver customized Wealth Management strategies.

Skills

Relationship management

Investment management

Tax planning

Estate planning

Communication skills

Education

Bachelor’s degree in Business Administration, Finance or Economics

MBA or post-graduate degree

Professional certifications (CFP, CPA, CFA, etc.)

Job description

Northern Trust Corp is seeking a Private Wealth Director in Atlanta, GA. The role involves cultivating long-term client relationships, advising on complex financial needs, and driving organic growth through client retention and expansion. The ideal candidate will have 10–15 years of experience in relationship management, a Bachelor's degree in a relevant field, and strong skills in investment and tax planning. Join a flexible, collaborative workplace focused on greater achievements and community service.