Senior UHNW Wealth Growth Strategist

Northern Trust Corp; Jacksonville (FL); On-site; USD 130,530 - 228,380; Full time

Benefits offered by this job

Comprehensive benefits package

401k and pension

Health and welfare benefits

Paid time off

Job summary

Northern Trust Corp is seeking a Senior Wealth Strategist in Jacksonville, FL, responsible for developing relationships with ultra-high net worth individuals and families. The role requires significant sales experience and a strong professional network.

Ideal candidates will possess Series 7 and 63 licenses, and have a comprehensive understanding of fiduciary services and estate planning strategies. Join us to lead wealth management initiatives while engaging with community organizations.

Qualifications

• 10+ years of experience in sales and client management.
• Strong professional network for ultra-high net worth clients.
• Knowledge of fiduciary services and estate planning.

Responsibilities

• Develop new relationships with ultra-high net worth clients.
• Implement a business development strategy.
• Provide consultative estate planning advice to clients.

Skills

Business development

Sales and relationship management

Communication skills

Analytical skills

Education

Series 7 and 63 licenses

Additional designations (CFP, CFA, etc.)

Job description

Northern Trust Corp is seeking a Senior Wealth Strategist in Jacksonville, FL, responsible for developing relationships with ultra-high net worth individuals and families. The role requires significant sales experience and a strong professional network.

Ideal candidates will possess Series 7 and 63 licenses, and have a comprehensive understanding of fiduciary services and estate planning strategies. Join us to lead wealth management initiatives while engaging with community organizations.