Senior Wealth Advisor, Investment Strategy

Northern Trust Corp.; Denver (CO); On-site; USD 96,000 - 162,000; Full time

Job summary

Northern Trust Corp. in Denver seeks a seasoned securities sales professional with strong client advisory skills. The role involves identifying client goals, educating on market strategies, and collaborating with traders to deliver best-in-class investment solutions.

Thorough documentation in Salesforce is required. Minimum 5+ years in securities and sales, with knowledge of securities products; licenses Series 7 and 66 are required; CFP designation is preferred.

Qualifications

• Minimum 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); CFP preferred.

Responsibilities

• Consults with clients to identify goals, objectives and risk appetite.
• Works in a team to identify and develop compatible clients and prospects.
• Documents client notes in Salesforce to keep advisory team informed.
• Sets personal sales goals and business plans with manager.

Skills

Sales skills

Communication skills

Group presentations

Education

Series 7 license

Series 66 license

CFP designation preferred

Tools

Salesforce CRM

Job description

Northern Trust Corp. in Denver seeks a seasoned securities sales professional with strong client advisory skills. The role involves identifying client goals, educating on market strategies, and collaborating with traders to deliver best-in-class investment solutions.

Thorough documentation in Salesforce is required. Minimum 5+ years in securities and sales, with knowledge of securities products; licenses Series 7 and 66 are required; CFP designation is preferred.