Senior UHNW Wealth Portfolio Advisor

Northern Trust; Lake Forest (IL); On-site; USD 115,000 - 195,000; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus program

Job summary

Northern Trust is seeking a seasoned Portfolio Advisor in Wealth Management to manage investments for high net worth and ultra-high net worth client accounts within a Wealth Advisory team.

You will develop investment strategies, analyze portfolio needs, and work with a broad client service network to align objectives with market opportunities. The role emphasizes adherence to guidelines and proactive client engagement.

Qualifications

• Minimum 8 years of investment experience working with wealth management clients (HNW/UHNW).
• Knowledge of investment theory, portfolio management, and financial principles.
• Desirable CFA or equivalent professional designation.

Responsibilities

• Manage investment activities for a full set of major fee revenue producing accounts in Wealth Advisory.
• Develop and recommend investment strategies to achieve client objectives.
• Analyze and revise investment plans in coordination with client service teams.
• Build relationships with clients, co-trustees, consultants, and legal partners to align portfolio activity.
• Adhere to investment guidelines and risk management practices; support national initiatives.

Skills

Investment experience

Wealth management

Portfolio management

Sales & negotiations

Mentoring junior staff

Education

CFA preferred

Job description

Northern Trust is seeking a seasoned Portfolio Advisor in Wealth Management to manage investments for high net worth and ultra-high net worth client accounts within a Wealth Advisory team.

You will develop investment strategies, analyze portfolio needs, and work with a broad client service network to align objectives with market opportunities. The role emphasizes adherence to guidelines and proactive client engagement.