UHNW Wealth Growth Strategist

001 The Northern Trust Company; Jacksonville (FL); On-site; USD 131,000 - 228,000; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accidental insurance

Discretionary bonus program

Job summary

The Northern Trust Company is seeking a senior wealth advisor to lead business development with ultra high net worth clients in the United States. You will build and manage relationships, and work with attorneys and CPAs to deliver comprehensive wealth management solutions.

Responsibilities include developing strategies, collaborating with a team, and leveraging Northern Trust capabilities to grow the client base. Licenses (Series 7 and 63) are required; additional designations are preferred.

Qualifications

• 10+ years of sales and relationship management experience in wealth management.
• Network of Centers of Influence (COIs) including attorneys, estate planning professionals, and CPAs.
• Knowledge of fiduciary capabilities and services and fee structures.
• Series 7 and 63 licenses required; CFP/CFA/CIMA preferred.

Responsibilities

• Develop and implement a business development strategy for UHNW client base.
• Cultivate investment management relationships with UHNW individuals and families.
• Advise clients on wealth management and estate planning benefits.
• Collaborate with the team to identify opportunities and showcase Northern Trust capabilities to clients and advisors.
• Maintain long-term client relationships and liaise with attorneys and advisors.

Skills

Business development

Relationship management

Networking COIs

Fiduciary knowledge

Analytical skills

Communication skills

Collaboration

Job description

The Northern Trust Company is seeking a senior wealth advisor to lead business development with ultra high net worth clients in the United States. You will build and manage relationships, and work with attorneys and CPAs to deliver comprehensive wealth management solutions.

Responsibilities include developing strategies, collaborating with a team, and leveraging Northern Trust capabilities to grow the client base. Licenses (Series 7 and 63) are required; additional designations are preferred.