Senior Wealth Advisor: UHNW Planning & Leadership

Northern Trust; New York (NY); On-site; USD 189,290 - 331,200; Full time

Benefits offered by this job

401(k) and pension

Health and welfare benefits

Paid time off

Discretionary bonus program

Job summary

Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals.

Ideal candidates have 5-7 years of experience working with high net worth clients and advanced qualifications such as CFP or MBA. Enjoy a comprehensive benefits package and a supportive work environment that encourages growth and flexibility.

Qualifications

• 5-7 years of experience with high/ultra-high net worth individuals.
• Strong technical and analytical skills in wealth planning.
• Advanced educational and professional designations are desired.

Responsibilities

• Develop comprehensive personal and financial wealth profiles for clients.
• Design and implement wealth plans that integrate various goals.
• Collaborate with other professionals to implement client wealth plans.
• Mentor Associate Wealth Advisors and Wealth Advisors.
• Carry out technically difficult activities with high operational execution.

Skills

Wealth transfer planning

Taxation

Estate planning solutions

Wealth management products

Interpersonal skills

Education

CFP, JD, MBA or equivalent

Job description

Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals.

Ideal candidates have 5-7 years of experience working with high net worth clients and advanced qualifications such as CFP or MBA. Enjoy a comprehensive benefits package and a supportive work environment that encourages growth and flexibility.