Senior Wealth & Portfolio Advisor

Northern Trust Corp; Florida; On-site; USD 140,000 - 200,000; Full time

Job summary

Northern Trust Corp seeks a Senior Portfolio Advisor to manage investments for a portfolio of large, high net worth trust and individual accounts in Palm Beach, FL. The role requires deep expertise in investment strategies, portfolio management, and strong collaboration with client service teams.

The ideal candidate will have 10–15 years of investment experience, advanced designations, and the ability to lead complex client solutions while upholding risk management practices.

Qualifications

• Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments.
• Demonstrated decision‑making, sales, and negotiation skills to contribute to market revenue generation.
• Advanced educational and professional designations, CFA strongly preferred.

Responsibilities

• Manage investment activities for a full set of major fee revenue-producing accounts, representing large and sensitive high net worth personal trusts and individual investment portfolios.
• Develop, recommend, and direct the execution of programs designed to achieve investment objectives for specific clients.
• Analyze and plan overall investment strategy with client goals and objectives changing, coordinating with the client service team.
• Maintain an integral presence within the local client-facing team and with clients, co-trustees, consultants, and outside counsel to ensure communication of requirements.

Skills

Investment theory

Portfolio management

Financial principles

Investment strategies

Analytical thinking

Communication skills

Leadership

Education

CFA designation preferred

Job description

Northern Trust Corp seeks a Senior Portfolio Advisor to manage investments for a portfolio of large, high net worth trust and individual accounts in Palm Beach, FL. The role requires deep expertise in investment strategies, portfolio management, and strong collaboration with client service teams.

The ideal candidate will have 10–15 years of investment experience, advanced designations, and the ability to lead complex client solutions while upholding risk management practices.