Senior Regional Wealth & Portfolio Advisor

Northern Trust Corp; Los Angeles (CA); Hybrid; USD 189,000 - 331,000; Full time

Job summary

Northern Trust in Los Angeles seeks a Regional Portfolio Advisor to counsel high-net-worth individuals and families on investment strategy across complex portfolios. You will coordinate with trust and wealth teams, understand client objectives, and recommend programs aligned with the firm's philosophy.

You will stay current on markets, collaborate with specialists, and present strategies at client forums. The role requires deep experience (15+ years), advanced degrees or CFA, and a proven track

Qualifications

• 15+ years of investment and client relationship experience.
• Advanced degree and related industry qualifications (CFA/CAIA/CIMA).
• Strong knowledge of investment theory, portfolio management, and financial instruments.

Responsibilities

• Advise and coordinate investment activities for high net worth clients.
• Manage accounts with complex needs and multiple relationships.
• Provide consultative portfolio advice, including assets without discretionary authority.
• Develop and recommend investment programs aligned with Wealth Management philosophy.
• Collaborate with internal partners to align trust/agency objectives with strategy.
• Maintain relationships with trust advisors, wealth managers and co-trustees.
• Present investment plans and strategies to clients and forums.
• Stay informed about new investment strategies and products.
• Engage with product/portfolio research teams for insights.
• Support the firm's governance and policy adherence in investment decisions.
• Mentor junior staff and contribute to team education.
• Contribute to strategic client development and cross-sell opportunities.
• Represent the firm externally at advisor/client events.

Skills

Investment knowledge

Portfolio management

Analytical skills

Sales skills

Negotiation

Client communication

Education

Advanced degree

CFA

CAIA

CIMA

Job description

Northern Trust in Los Angeles seeks a Regional Portfolio Advisor to counsel high-net-worth individuals and families on investment strategy across complex portfolios. You will coordinate with trust and wealth teams, understand client objectives, and recommend programs aligned with the firm's philosophy.

You will stay current on markets, collaborate with specialists, and present strategies at client forums. The role requires deep experience (15+ years), advanced degrees or CFA, and a proven track