Senior Wealth Advisor - UHNW Planning

001 The Northern Trust Company; Chicago (IL); On-site; USD 165,000 - 288,000; Full time

Benefits offered by this job

Retirement benefits

Health benefits

Paid time off

Parental leave

Life insurance

Well-being benefits

Discretionary bonus

Job summary

The Northern Trust Company is seeking a Senior Wealth Advisor to partner with relationship teams nationally to deliver sophisticated wealth plans for high-net-worth individuals and families.

You will leverage expertise in wealth transfer, estate planning, and tax efficiency to coordinate investment management, banking, and related services with client advisors.

This role emphasizes collaboration, ongoing plan reviews, and mentoring of junior staff, within a client-centered, inclusive culture.

Qualifications

• Extensive wealth planning experience with high-net-worth clients.
• Expertise in wealth transfer, estate planning, and tax strategies.
• Advanced credentials: CFP, JD, MBA or equivalent.
• Strong interpersonal and consultative abilities.

Responsibilities

• Develop a comprehensive wealth profile and goals-based plan integrating investments, banking, wealth transfer and tax efficiency.
• Collaborate with local teams, including Portfolio Managers and Trust Advisors, to implement the wealth plan.
• Provide periodic reviews and updates to client plans upon material changes.
• Assist in sales by identifying opportunities to expand client relationships with new products and services.
• Contribute to marketing materials and thought leadership presentations for diverse audiences.
• Mentor Wealth Advisors and Wealth Advisor Associates.
• Contribute to wealth planning resources, solutions and products.
• Engage with professional advisor networks and participate in conferences.

Skills

Wealth planning

Tax planning

Estate planning

Wealth transfer

Client relationship management

Education

CFP designation

JD

MBA or equivalent

Job description

The Northern Trust Company is seeking a Senior Wealth Advisor to partner with relationship teams nationally to deliver sophisticated wealth plans for high-net-worth individuals and families.

You will leverage expertise in wealth transfer, estate planning, and tax efficiency to coordinate investment management, banking, and related services with client advisors.

This role emphasizes collaboration, ongoing plan reviews, and mentoring of junior staff, within a client-centered, inclusive culture.