Senior Wealth & Fiduciary Advisor

Northern Trust Corp; Jacksonville (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Northern Trust Corp is seeking a Senior Relationship Advisor in Jacksonville, FL, to manage complex fiduciary and wealth management client relationships. This senior role is responsible for client satisfaction and effective service delivery while collaborating with internal teams. You will leverage extensive fiduciary knowledge to enhance relationships and deliver high-quality services. Ideal candidates will possess 12-15 years of experience in trust administration or related fields along with a degree, with a preference for candidates having a JD or similar credential.

Qualifications

• 12-15 years of experience as a relationship manager or attorney in trust administration.
• Experience with fiduciary accounts and financial products.
• Demonstrated ability to manage complex client relationships.

Responsibilities

• Manage an assigned account base of sophisticated wealth management clients.
• Lead client conversations and provide proactive guidance.
• Cultivate relationships with referral sources and external professional advisors.

Skills

Fiduciary Knowledge

Client Relationship Management

Problem Solving

Leadership

Negotiation

Education

College or University Degree

JD or Similar Credential

Job description

Northern Trust Corp is seeking a Senior Relationship Advisor in Jacksonville, FL, to manage complex fiduciary and wealth management client relationships. This senior role is responsible for client satisfaction and effective service delivery while collaborating with internal teams. You will leverage extensive fiduciary knowledge to enhance relationships and deliver high-quality services. Ideal candidates will possess 12-15 years of experience in trust administration or related fields along with a degree, with a preference for candidates having a JD or similar credential.