Senior Wealth Advisor for UHNW Planning & Strategy

Northern Trust; Chicago (IL); Presencial; USD 165.000 - 288.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Retirement benefits

Health benefits

Bonus program

Descripción de la vacante

Northern Trust in Chicago seeks a Senior Wealth Advisor to act as a technical expert for high-net-worth clients, partnering with local and national teams to design goals-based wealth plans that integrate investment management, banking, wealth transfer and tax efficiency.

The successful candidate will bring 7+ years of wealth planning experience and advanced designations (CFP, JD, MBA), strong interpersonal and consultative skills, and a commitment to mentoring peers while expanding client

Formación

• Minimum of 7 years of wealth planning experience with high-net-worth individuals and families.
• Advanced educational and professional designations (CFP, JD, MBA) or equivalent.
• Strong interpersonal and proactive consultative orientation.

Responsabilidades

• Develop comprehensive wealth profiles and multi-disciplinary wealth plans for high-net-worth clients.
• Collaborate with local and national teams to deliver goals-based wealth plans.
• Review and revise client wealth plans as client circumstances change.
• Identify opportunities to expand client relationships through new products and services.
• Assist in marketing materials and thought leadership presentations.
• Mentor Wealth Advisors and Wealth Advisor Associates.
• Contribute to wealth planning resources, solutions, and products.
• Engage professional advisors through conferences and networks.

Conocimientos

Wealth planning

Interpersonal skills

Consultative approach

Mentoring

Educación

CFP

JD

MBA

Descripción del empleo

Northern Trust in Chicago seeks a Senior Wealth Advisor to act as a technical expert for high-net-worth clients, partnering with local and national teams to design goals-based wealth plans that integrate investment management, banking, wealth transfer and tax efficiency.

The successful candidate will bring 7+ years of wealth planning experience and advanced designations (CFP, JD, MBA), strong interpersonal and consultative skills, and a commitment to mentoring peers while expanding client