Senior Wealth Advisor – Strategic Financial Planning

Colorado Psychiatric; Denver (CO); On-site; USD 96,000 - 162,000; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Paid time off

Job summary

Northern Trust seeks an experienced advisor to consult with clients, identify goals, and craft investment strategies aligned with risk appetite. You will collaborate with traders and the advisory team, documenting interactions in Salesforce and delivering high levels of client service.

The role requires 5+ years in securities and active licenses (Series 7, 66) with CFP preferred. Travel may be required; strong sales and presentation skills are essential.

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).
• Professional designation preferred (CFP).

Responsibilities

• Consult with clients to identify goals and risk appetite.
• Work in a team to identify clients and prospects matching target profiles.
• Educate clients on investment strategies and markets.
• Document client interactions in Salesforce to keep the advisory team informed.
• Meet personal sales goals with a manager-driven business plan.
• Provide high level client service and act as a subject-area expert.

Skills

Sales skills

Communication

Group presentation

Education

Series 7 license

Series 66 license

CFP designation

Job description

Northern Trust seeks an experienced advisor to consult with clients, identify goals, and craft investment strategies aligned with risk appetite. You will collaborate with traders and the advisory team, documenting interactions in Salesforce and delivering high levels of client service.

The role requires 5+ years in securities and active licenses (Series 7, 66) with CFP preferred. Travel may be required; strong sales and presentation skills are essential.