Senior Wealth Advisor - High-Net-Worth Wealth Planning

QuickCruit; Chicago, Northern (IL, KY); Hybrid; USD 165,000 - 288,000; Full time

Job summary

Northern Trust is seeking a Senior Wealth Advisor in Chicago to serve high-net-worth clients with sophisticated, multi-disciplinary wealth plans. The role partners with local and national teams to deliver comprehensive wealth management solutions, including investments, banking, estate transfer, and tax efficiency.

The position emphasizes collaboration, client relationship management, and mentorship of junior advisors, in a full-time capacity with a competitive salary range.

Qualifications

• Experience serving high-net-worth clients.
• Knowledge of comprehensive wealth planning concepts (investments, banking, wealth transfer, tax efficiency).

Responsibilities

• Develop a comprehensive personal and financial wealth profile for the client and family, designing a goals-based wealth plan.
• Collaborate with local teams (Portfolio Managers, Trust Advisors, Banking Advisors) to implement the wealth plan.
• Provide periodic reviews and revisions to the wealth plan after material changes.
• Assist in sales and identify opportunities to expand client relationships with new products.
• Assist in developing marketing materials and deliver thought-leadership presentations.
• Mentor other Wealth Advisors and Wealth Advisor Associates.

Skills

Wealth management

Relationship management

Financial planning

Team collaboration

Job description

Northern Trust is seeking a Senior Wealth Advisor in Chicago to serve high-net-worth clients with sophisticated, multi-disciplinary wealth plans. The role partners with local and national teams to deliver comprehensive wealth management solutions, including investments, banking, estate transfer, and tax efficiency.

The position emphasizes collaboration, client relationship management, and mentorship of junior advisors, in a full-time capacity with a competitive salary range.