Senior Wealth & Fiduciary Advisor

001 The Northern Trust Company; Phoenix (AZ); On-site; USD 120,000 - 160,000; Full time

Job summary

Northern Trust seeks an experienced fiduciary servicing professional to manage high-net-worth client relationships in Phoenix. You will work with clients and their advisors to understand needs, provide holistic wealth guidance, and leverage NT resources to grow the relationship.

The role emphasizes fiduciary knowledge, client-focused service, and proactive communication, with opportunities to mentor others and expand business within the client base.

Qualifications

• Knowledge of fiduciary standards, laws, and regulations.
• Strong negotiation, problem-solving, delegation, and leadership skills.
• Ability to explain complex concepts clearly to clients.

Responsibilities

• Manages assigned wealth management client accounts and understands client needs and goals.
• Guides client conversations for goals-driven wealth management and holistic advice.
• Maintains knowledge of Northern Trust resources to identify opportunities for relationship growth.
• Delivers proactive client service with timely, professional communication.
• Builds knowledge of fiduciary standards and applies prudent risk management.
• Cultivates relationships with referral sources to develop new business opportunities.

Skills

Fiduciary servicing

Relationship management

Negotiation

Leadership

Sales

Financial planning

Education

College/University degree or relevant proven work experience

Job description

Northern Trust seeks an experienced fiduciary servicing professional to manage high-net-worth client relationships in Phoenix. You will work with clients and their advisors to understand needs, provide holistic wealth guidance, and leverage NT resources to grow the relationship.

The role emphasizes fiduciary knowledge, client-focused service, and proactive communication, with opportunities to mentor others and expand business within the client base.