Senior Wealth Advisor for UHNW Planning & Strategy

Northern Trust

Chicago (IL)

On-site

USD 165,000 - 288,000

Full time

36 hours ago

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Benefits offered by this job

Retirement benefits

Health benefits

Bonus program

Job summary

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

Qualifications

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.

Responsibilities

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.