Trust & Wealth Strategy Advisor

Northern Trust; Phoenix (AZ); On-site; USD 85,000 - 120,000; Full time

Job summary

Northern Trust is seeking a skilled trust sales professional in the Phoenix area to drive sales of trust products and cultivate relationships with clients and professionals, including attorneys and CPAs. The role emphasizes understanding fiduciary services and tailoring solutions to client needs.

Ideal candidates will have 3–5 years of trust sales or trust relationship management experience and be authorized to work in the U.S.

Qualifications

• Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning).
• Analytical and sales skills are required to relate individual customer asset situations to specific products.

Responsibilities

• Sells bank products and services to individuals focusing on trust products.
• Cultivates existing bank clients and internal/external contacts to identify prospective clients.
• Researches prospect's financial picture and possible needs to determine how to best provide service.
• Composes letters to prospective clients and follows up with calls to arrange meetings.
• Presents bank product materials to prospective client or liaison (e.g., attorney, CPA).
• Consults with clients and their attorneys on the benefits of estate planning products/services.

Skills

Trust sales

Relationship management

Prospect analysis

Sales skills

Job description

Northern Trust is seeking a skilled trust sales professional in the Phoenix area to drive sales of trust products and cultivate relationships with clients and professionals, including attorneys and CPAs. The role emphasizes understanding fiduciary services and tailoring solutions to client needs.

Ideal candidates will have 3–5 years of trust sales or trust relationship management experience and be authorized to work in the U.S.