Senior Wealth Advisor

Northern Trust; United States; On-site; USD 150,000 - 210,000; Full time

Job summary

Northern Trust, a Fortune 500 financial services leader in Atlanta, GA, seeks a Senior Wealth Advisor to serve high and ultra-high net worth clients. You will develop comprehensive wealth profiles and integrated plans, collaborating with professionals to deliver sophisticated, tax-efficient strategies.

The role requires leadership, mentoring, and a consultative approach to expand client relationships while upholding the firm’s standards of service and integrity.

Qualifications

• 7–10 years of comprehensive wealth planning experience with high net worth clients.
• Advanced professional designations such as CFP, JD, MBA are desired.
• Strong knowledge of taxation, estate planning, wealth transfer, and related disciplines.
• Proven consultative approach with leadership and collaboration skills.

Responsibilities

• Develop comprehensive personal and financial wealth profiles and goals in collaboration with clients.
• Design and implement wealth plans integrating wealth management and tax efficiency objectives.
• Model plans for ultra-high net worth clients with other advisors when needed.
• Collaborate with Portfolio Manager, Trust Advisor, Banker and other partners to execute plans.
• Monitor and update wealth plans as goals, circumstances, or regulations change.
• Provide advanced technical and analytical guidance aligned with client objectives.

Skills

Taxation

Estate planning

Wealth management

Financial services

Consulting

Advanced technical expertise

Analytical expertise

Philanthropy

Fiduciary practice

Leadership

Education

CFP

JD

MBA

Job description

Senior Wealth Advisor

Experience: 7 to 10 years

Location: Atlanta, GA

Skills: taxation, estate planning solutions, wealth management products, financial services, consulting, advanced technical expertise, analytical expertise, philanthropy, fiduciary practice, asset location, asset preservation, consultative orientation, leadership, mentoring, collaboration skills

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. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Overview

Act as a trusted advisor and technical expert in complex individual and family client relationships for high and ultra-high net worth clients who require sophisticated, multi-disciplinary wealth planning. This role is responsible for the development of a comprehensive personal and financial wealth profile, identification of wealth-related goals, and the design and implementation of integrated wealth plans. The role combines deep technical expertise with collaborative delivery of Northern Trust’s full wealth management capabilities.

What You’ll Do

Client & Wealth Planning Advisory

Develop a comprehensive personal and financial wealth profile for clients and their families, including identification of wealth-related life goals, in collaboration with the Lead Relationship Manager, if applicable.

• Design and implement wealth plans integrating wealth management, wealth transfer, and tax efficiency objectives in collaboration with client professional advisors and Northern Trust partners.
• Collaborate with the Regional Wealth Advisor in the design and modeling of wealth plans for ultra-high net worth clients, where a Regional Wealth Advisor is engaged.
• Work closely with the Portfolio Manager, Regional Wealth Advisor, Trust Advisor, Banker, and other Northern Trust professionals to implement client wealth plans.
• Monitor, review, and periodically update client wealth plans to reflect changes in goals, circumstances, and regulatory or tax environments.
• Apply advanced technical and analytical expertise to deliver customized, advice-driven solutions aligned with client objectives.

Business Development & Relationship Expansion

Actively assist in the sales process and identify opportunities to expand client relationships through the introduction of Northern Trust products and services.

• Maintain a deep understanding of Northern Trust capabilities and partner across the organization to deliver integrated wealth management solutions.
• Actively engage in the cultivation of professional advisor relationships, including attendance and participation in professional conferences and advisor networks.

Leadership & Subject Matter Expertise

Serve as a mentor to Associate Wealth Advisors and Wealth Advisors.

• Operate independently with in-depth knowledge of the business unit and function.
• Provide comprehensive, high-level consulting and leadership as a subject matter expert to teams and partners.
• Carry out activities that are large in scope, cross-functional, and technically complex.
• Balance high-level operational execution with development and execution of strategic direction for business function activities.
• Conduct preliminary analyses and provide technical guidance for complex planning matters.
• Interact directly with committees and/or management as required.
• Strategically develop, implement, and administer programs within functional areas.

What Will Make You Successful in the Role

Strong consultative orientation supported by advanced technical expertise in wealth planning and related disciplines.

• Ability to manage complex, cross-functional initiatives while delivering high-quality client outcomes.
• Proven leadership, mentoring, and collaboration skills across multi-disciplinary teams.

Knowledge

Strong knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services, typically acquired through extensive experience working with high and ultra-high net worth individuals and families in financial services, law, or consulting.

• Broad-based technical and analytical expertise in wealth planning, wealth transfer, tax, philanthropy, fiduciary practice, asset location and preservation, and related disciplines.
• Strong interpersonal skills and proactive consultative approach.

Experience

7-10 years of comprehensive wealth planning experience working with high and ultra-high net worth individuals and families.

• Advanced educational and professional designations such as CFP, JD, MBA, or similar evidence of advanced learning and professional consulting qualifications are desired.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies!

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail] . We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.