Senior Wealth Advisor – UHNW Planning & Strategy

001 The Northern Trust Company

New York (NY)

On-site

USD 189,000 - 331,000

Full time

14 days+

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Benefits offered by this job

401k and pension

Health benefits

Paid time off

Parental leave

Life insurance

Discretionary bonus

Job summary

The Northern Trust Company is seeking an experienced wealth planning professional in New York to lead comprehensive wealth strategies for high‑net‑worth clients. You will work with Lead Relationship Managers and partners across advisory teams to design and implement plans that optimize wealth transfer and tax efficiency.

You will mentor advisors, collaborate with internal experts, and play a key role in expanding client relationships while maintaining the highest standards of service and

Qualifications

5-7 years wealth planning experience with high/ultra-high net worth clients.
Advanced educational and professional designations CFP, JD, MBA.
Strong knowledge of wealth transfer, taxation, estate planning.

Responsibilities

Develop comprehensive wealth profiles and identify client goals.
Design wealth plans integrating wealth transfer and tax efficiency goals.
Collaborate with portfolio managers, advisors and Northern Trust professionals.
Monitor and periodically update client wealth plans.
Assist in sales growth and expand client relationships with new products.
Mentor associates and lead advisory teams.
Engage with professional advisor networks and events.

Skills

Wealth transfer

Tax planning

Fiduciary practice

Analytical skills

Education

CFP

MBA

Job description

You will mentor advisors, collaborate with internal experts, and play a key role in expanding client relationships while maintaining the highest standards of service and

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