UHNW Wealth Strategy Advisor

001 The Northern Trust Company; Tampa (FL); On-site; USD 100,000 - 160,000; Full time

Job summary

Northern Trust seeks a Wealth Strategist in Tampa to lead new client acquisition among ultra-high-net-worth individuals and families, coordinating with specialists to present integrated wealth solutions.

You will build and leverage Centers of Influence, including attorneys and CPAs, to expand relationships. Requirements include Series 7 and 63 licenses; CFP/CFA/CIMA are preferred. This role emphasizes long-term strategy, client service, and fiduciary expertise.

Qualifications

• 10+ years of sales and relationship management experience in wealth management.
• Strong network of COIs (attorneys, CPAs) for UHNW clients.
• Series 7 and 63 licenses are required; CFP/CFA/CIMA are preferred.
• Ability to develop and execute a goals-driven wealth strategy.

Responsibilities

• Develop and execute a business development strategy for UHNW clients.
• Cultivate new relationships and oversee transitions to client service teams.
• Collaborate with fiduciary, estate planning and investment professionals to deliver solutions.

Skills

Relationship management

Sales leadership

UHNW network development

Communication skills

Strategic planning

Job description

Northern Trust seeks a Wealth Strategist in Tampa to lead new client acquisition among ultra-high-net-worth individuals and families, coordinating with specialists to present integrated wealth solutions.

You will build and leverage Centers of Influence, including attorneys and CPAs, to expand relationships. Requirements include Series 7 and 63 licenses; CFP/CFA/CIMA are preferred. This role emphasizes long-term strategy, client service, and fiduciary expertise.