Trust & Wealth Strategy Advisor

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

Job summary

Northern Trust is seeking a trusted adviser in Phoenix, AZ to drive trust product sales and manage client relationships. The role involves cultivating existing clients and identifying new prospects, researching clients’ financials, and presenting tailored trust solutions.

You will collaborate with attorneys on estate planning and stay current on fiduciary services and tax planning to advise clients. The position requires 3–5 years in trust sales or trust relationship management, with strong

Qualifications

• 3–5 years of trust sales or trust relationship management.
• Knowledge of fiduciary products and services.
• Analytical and sales skills to relate client assets to suitable solutions.

Responsibilities

• Sells bank products and services to individuals focusing on trust products.
• Cultivates existing bank clients to identify prospective clients.
• Researches prospect's financial picture to determine needs.
• Presents bank product materials to prospects and arranges meetings with designated liaison.
• Consults with clients and attorneys on estate planning products/services.
• Maintains knowledge of trust services and tax planning to support client decisions.

Skills

Trust sales

Relationship management

Prospecting

Communication

Financial analysis

Job description

Northern Trust is seeking a trusted adviser in Phoenix, AZ to drive trust product sales and manage client relationships. The role involves cultivating existing clients and identifying new prospects, researching clients’ financials, and presenting tailored trust solutions.

You will collaborate with attorneys on estate planning and stay current on fiduciary services and tax planning to advise clients. The position requires 3–5 years in trust sales or trust relationship management, with strong