Senior Wealth Advisor: UHNW Planning & Multi-Disciplinary

Northern Trust Corp.; Chicago (IL); On-site; USD 165,000 - 288,000; Full time

Job summary

Northern Trust Corp. is seeking a Senior Wealth Advisor in Wealth Management to lead complex, multi-disciplinary wealth plans for high-net-worth clients.

You will partner with local and national teams to design goals-based strategies across investments, banking, wealth transfer, and tax efficiency. The role requires 7+ years in wealth planning, advanced credentials (CFP/JD/MBA), and strong interpersonal, consultative skills.

Qualifications

• 7+ years of wealth planning experience with high-net-worth clients.
• CFP, JD, MBA or similar advanced designation.
• Expert knowledge of wealth transfer planning, taxation, estate planning solutions and wealth management products.

Responsibilities

• Develop a comprehensive personal and financial wealth profile for the client and family.
• Design and deliver goals-based wealth plans integrating investment management, banking, wealth transfer and tax efficiency.
• Collaborate with Portfolio Managers, Trust Advisors, Banking Advisors and other Northern Trust professionals.
• Provide periodic reviews and revisions of wealth plans upon material changes in client circumstances.
• Support sales opportunities by identifying new products and services for clients.
• Assist in developing marketing materials and thought leadership-based presentations.
• Mentor Wealth Advisors and Wealth Advisor Associates.
• Contribute to wealth planning resources, solutions and products.

Skills

Wealth planning

Tax planning

Estate planning

Wealth transfer

Fiduciary practice

Interpersonal skills

Consultative approach

Education

CFP

JD

MBA

Job description

Northern Trust Corp. is seeking a Senior Wealth Advisor in Wealth Management to lead complex, multi-disciplinary wealth plans for high-net-worth clients.

You will partner with local and national teams to design goals-based strategies across investments, banking, wealth transfer, and tax efficiency. The role requires 7+ years in wealth planning, advanced credentials (CFP/JD/MBA), and strong interpersonal, consultative skills.