Senior Wealth Advisor – UHNW Planning & Mentorship

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

Job summary

Northern Trust Corp is seeking a Wealth Advisor in New York to develop comprehensive wealth profiles and design integrated plans for high-net-worth clients. You will collaborate with trust professionals, portfolio managers, and advisors to model wealth plans aligned with goals and tax efficiency.

You will mentor junior advisors, engage professional networks, and help expand client relationships through tailored solutions and trusted guidance.

Qualifications

• 5-7 years wealth planning experience with high/ultra-high net worth clients.
• Advanced professional designations (CFP, JD, MBA) preferred.
• Strong interpersonal and consultative skills with cross-functional collaboration.

Responsibilities

• Develop a comprehensive wealth profile for clients and families with goals.
• Design wealth plans integrating transfer strategies and tax efficiency.
• Collaborate with advisors and partners to model wealth plans for UHNW clients.
• Monitor and update client wealth plans and identify opportunities to expand relationships.
• Mentor Associate Wealth Advisors and Wealth Advisors, and engage professional networks.

Skills

Wealth planning

Tax planning

Estate planning

Wealth management

Client advisory

Education

CFP

JD

MBA

Job description

Northern Trust Corp is seeking a Wealth Advisor in New York to develop comprehensive wealth profiles and design integrated plans for high-net-worth clients. You will collaborate with trust professionals, portfolio managers, and advisors to model wealth plans aligned with goals and tax efficiency.

You will mentor junior advisors, engage professional networks, and help expand client relationships through tailored solutions and trusted guidance.