Senior Wealth Advisor: UHNW Planning & Growth

ntrs; Chicago (IL); On-site; USD 165,000 - 288,000; Full time

Job summary

Northern Trust is seeking a Senior Wealth Advisor in Wealth Management to lead complex, goals-based wealth plans for high-net-worth clients. You will collaborate with local and national teams to design integrated strategies across investments, banking, wealth transfer and tax efficiency.

The role requires advanced knowledge of wealth planning, strong interpersonal skills, and 7+ years of experience with high-net-worth clients, with credentials such as CFP, JD, or MBA preferred.

Qualifications

• Wealth transfer planning, taxation, and estate planning expertise for high-net-worth clients.
• Broad technical and analytical skills in wealth planning and fiduciary practice.
• Excellent interpersonal and consultative skills for client relationships.
• 7+ years of wealth planning experience with high-net-worth clients; CFP/JD/MBA or equivalent.

Responsibilities

• Develop a comprehensive personal and financial wealth profile on the client and family, identifying wealth-related goals and delivering goals-based wealth plans.
• Collaborate with local and national teams to implement the client’s wealth plan across investment, banking, wealth transfer and tax efficiency.
• Provide periodic reviews and revisions of wealth plans upon material changes in client circumstances.
• Assist in the sales process and identify opportunities to expand client relationships by introducing new products and services.
• Contribute to development of marketing materials and delivery of thought leadership-based marketing presentations.

Skills

Wealth transfer planning

Taxation knowledge

Interpersonal skills

Client relationships

Education

CFP

JD

MBA

Job description

Northern Trust is seeking a Senior Wealth Advisor in Wealth Management to lead complex, goals-based wealth plans for high-net-worth clients. You will collaborate with local and national teams to design integrated strategies across investments, banking, wealth transfer and tax efficiency.

The role requires advanced knowledge of wealth planning, strong interpersonal skills, and 7+ years of experience with high-net-worth clients, with credentials such as CFP, JD, or MBA preferred.