Senior Wealth Advisor — Investment Strategy

Northern Trust; Las Vegas (NV); Vor Ort; USD 95.000 - 140.000; Vollzeit

Benefits dieser Stelle

401k and pension

Health, dental, vision

Paid time off

Parental and caregiver leave

Discretionary bonus program (possible/

Zusammenfassung

Northern Trust is seeking a Financial Advisor in the United States, offering high-level wealth management and investment advisory services. The role emphasizes consulting with clients to identify goals and risk appetite, providing solutions, and collaborating with a team to grow a compatible client base.

Ideal candidates bring Series 7 and 66 licenses, CFP designation preferred, strong sales and communication skills, and willingness to travel.

Qualifikationen

• 5+ years of securities industry and sales experience.

Aufgaben

• Consult with clients to identify goals, objectives and risk appetite.

Kenntnisse

Securities products knowledge

Sales experience

Options trading

Communication & presentation

Travel willingness

Ausbildung

Series 7 license

Series 66 license

CFP designation

Tools

Salesforce

Jobbeschreibung

Northern Trust is seeking a Financial Advisor in the United States, offering high-level wealth management and investment advisory services. The role emphasizes consulting with clients to identify goals and risk appetite, providing solutions, and collaborating with a team to grow a compatible client base.

Ideal candidates bring Series 7 and 66 licenses, CFP designation preferred, strong sales and communication skills, and willingness to travel.