Senior Wealth Advisor, Strategy & Client Growth

Sacbar; Newport Beach, Northern (CA, KY); Hybrid; USD 110,000 - 185,000; Full time

Benefits offered by this job

Retirement benefits (401k)

Health, dental, vision coverage

Paid time off

Parental and caregiver leave

Life & disability insurance

Discretionary bonus program

Job summary

Northern Trust is a Fortune 500 financial services leader seeking a senior advisory professional in the U.S. You will consult with clients, develop strategies, and collaborate with traders to deliver best-in-class investment solutions.

The role emphasizes deep knowledge of securities products, licenses (Series 7/66 or 63/65), and Salesforce-based client documentation. A CFP designation is preferred and travel may be required.

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

• Consults with clients to identify goals and risk appetite.
• Work in a team environment to identify clients and prospects.
• Utilizes broad market knowledge to inform clients on strategies.
• Collaborates with NTSI traders to ensure execution excellence.
• Documents client notes in Salesforce for the advisory team.
• Sets personal sales goals and business plans with management.

Skills

Securities product knowledge

Sales skills

Communication

Presentation skills

Salesforce

Education

CFP designation

Tools

Salesforce

Job description

Northern Trust is a Fortune 500 financial services leader seeking a senior advisory professional in the U.S. You will consult with clients, develop strategies, and collaborate with traders to deliver best-in-class investment solutions.

The role emphasizes deep knowledge of securities products, licenses (Series 7/66 or 63/65), and Salesforce-based client documentation. A CFP designation is preferred and travel may be required.