Senior Wealth Advisor (CFP) – Investment Strategy Lead

015 Northern Trust Securities, Inc

Las Vegas (NV)

On-site

USD 95,000 - 140,000

Full time

14 days+

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Benefits offered by this job

401(k) retirement plan

Health & welfare benefits

Paid time off

Job summary

Northern Trust, a global leader in wealth management and banking services, is seeking a Senior/Financial Advisor to guide clients through investment strategies and wealth planning. You will leverage broad market knowledge to deliver tailored solutions, educate clients, and collaborate with a team to grow high-value relationships.

The role requires 5+ years in the securities field, a Series 7/66 license, and strong sales and communication skills.

Qualifications

5+ years of securities industry and sales experience.
Broad knowledge of all securities products; options expertise preferred.
Required Securities license: Series 7, 66 (or 63/65).
Professional designation preferred (CFP).
Strong sales, communication, and group presentation skills.
Individual must be goal driven and self-motivated.
Some travel may be required.
Experience with Salesforce.

Responsibilities

The Northern Trust Financial Advisor consults with clients to identify their goals, objectives and appetite for risk.
This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients’ goals target.
Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern Trust.
Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners on specific strategies, particularly concentrated around positions.