Strategic Wealth Client Advisor

Northern Trust; Phoenix (AZ); On-site; USD 90,000 - 120,000; Full time

Job summary

Northern Trust is seeking a Wealth Management Client Manager in Phoenix, Arizona. In this role, you will manage an assigned account base of clients, providing holistic financial advice and maintaining high fiduciary standards.

Candidates must have a college degree and 7-10 years of relevant experience. The ideal candidate will possess excellent negotiating, leadership, and problem-solving skills, ensuring clients receive exceptional service in a flexible and collaborative environment.

Qualifications

• 7-10 years of experience in fiduciary servicing, personal trust or estate administration.
• Technical knowledge of investments, tax, legal, and operations.
• Understanding of fiduciary standards and applicable laws.

Responsibilities

• Manage assigned account base of wealth management clients.
• Guide client conversations for goals-driven wealth management.
• Teach and mentor less experienced partners.

Skills

Negotiating skills

Problem solving

Leadership

Sales

Education

College or university degree

Job description

Northern Trust is seeking a Wealth Management Client Manager in Phoenix, Arizona. In this role, you will manage an assigned account base of clients, providing holistic financial advice and maintaining high fiduciary standards.

Candidates must have a college degree and 7-10 years of relevant experience. The ideal candidate will possess excellent negotiating, leadership, and problem-solving skills, ensuring clients receive exceptional service in a flexible and collaborative environment.