Senior Wealth Advisor

Northern Trust; San Diego (CA); On-site; USD 189,000 - 332,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Advisor to support ultra-high net worth families and C-Suite Executives. In this pivotal role, you will act as a trusted advisor, managing complex client relationships and developing comprehensive wealth profiles. Collaborating with professional advisors, you will design and implement wealth management strategies focusing on transfer and tax efficiency. This position offers the opportunity to lead and mentor while working in a flexible, collaborative environment that values community and professional growth. If you have a passion for wealth planning and a commitment to excellence, this role is perfect for you.

Benefits

Retirement Plans

Health and Welfare Benefits

Paid Time Off

Parental Leave

Caregiver Leave

Insurance

Discretionary Bonuses

Qualifications

• 7+ years of experience with high/ultra-high net worth clients.
• Advanced designations preferred for wealth planning expertise.

Responsibilities

• Develop comprehensive personal and financial wealth profiles.
• Design and implement wealth plans with clients and advisors.
• Mentor Associate and Wealth Advisors.

Skills

Wealth Planning

Taxation

Estate Planning

Interpersonal Skills

Consulting Skills

Education

CFP

JD

MBA

Job description

Join to apply for the Senior Wealth Advisor role at Northern Trust.

Get AI-powered advice on this job and more exclusive features.

About Northern Trust

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

We provide innovative financial services and guidance to successful individuals, families, and institutions, emphasizing service, expertise, and integrity. With over 130 years of experience and more than 22,000 partners, we serve sophisticated clients with leading technology and exceptional service.

Position Summary

This role supports ultra-high net worth families and C-Suite Executives with planning and wealth transfer strategies. The Senior Wealth Advisor acts as a trusted advisor and technical expert, managing complex client relationships, developing comprehensive wealth profiles, and collaborating with professional advisors to deliver integrated wealth management services.

Duties & Responsibilities

• Develop comprehensive personal and financial wealth profiles, identifying wealth-related goals.
• Design and implement wealth plans in collaboration with clients and professional advisors, focusing on wealth management, transfer, and tax efficiency.
• Work closely with various Northern Trust professionals to execute and monitor wealth plans.
• Assist in sales processes and identify opportunities to expand client relationships.
• Mentor Associate and Wealth Advisors.
• Engage with professional advisor networks and participate in conferences.
• Operate independently with in-depth knowledge of the business unit.
• Provide leadership and consulting at a high technical level, managing large, cross-functional activities.
• Conduct analysis and interact with management and committees.

Knowledge, Skills, and Experience

• Minimum of 7 years wealth planning experience with high/ultra-high net worth clients.
• Advanced educational and professional designations preferred (e.g., CFP, JD, MBA).
• Strong knowledge of wealth transfer, taxation, estate planning, and related disciplines.
• Excellent interpersonal and proactive consulting skills.

Salary Range

$189,290 - $331,200 USD. Benefits include retirement plans, health and welfare benefits, paid time off, parental and caregiver leave, insurance, and discretionary bonuses.

Working With Us

Join a flexible, collaborative organization committed to community and professional growth. We promote internal movement, accessible leadership, and a purpose-driven workplace.

Reasonable Accommodation

Northern Trust is committed to providing accommodations for individuals with disabilities. Contact [e-mail] for assistance.

Apply today to explore flexible working options and grow your career with us.