Wealth Advisor

Northern Trust Corp; New York (NY); On-site; USD 189,290 - 331,200; Full time

Job summary

Northern Trust Corp is seeking a Wealth Advisor in New York to develop comprehensive wealth profiles and design integrated plans for high-net-worth clients. You will collaborate with trust professionals, portfolio managers, and advisors to model wealth plans aligned with goals and tax efficiency.

You will mentor junior advisors, engage professional networks, and help expand client relationships through tailored solutions and trusted guidance.

Qualifications

• 5-7 years wealth planning experience with high/ultra-high net worth clients.
• Advanced professional designations (CFP, JD, MBA) preferred.
• Strong interpersonal and consultative skills with cross-functional collaboration.

Responsibilities

• Develop a comprehensive wealth profile for clients and families with goals.
• Design wealth plans integrating transfer strategies and tax efficiency.
• Collaborate with advisors and partners to model wealth plans for UHNW clients.
• Monitor and update client wealth plans and identify opportunities to expand relationships.
• Mentor Associate Wealth Advisors and Wealth Advisors, and engage professional networks.

Skills

Wealth planning

Tax planning

Estate planning

Wealth management

Client advisory

Education

CFP

JD

MBA

Job description

## Wealth AdvisorApplylocations: New York, NYtime type: Full timeposted on: Posted 5 Days Agojob requisition id: R155834**About Northern Trust** As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties :1. Development of a comprehensive personal and financial wealth profile on the client and the client’s family including identification of wealth related life goals in collaboration with Lead Relationship Manager, if any.2. Design and implement, in collaboration with the client’s professional advisors and Northern partners, a wealth plan integrating wealth management, wealth transfer and tax efficiency goals. Collaborate with Regional Wealth Advisor in design and modelling of wealth plans for ultra-high net worth clients where a Regional Wealth Advisor is engaged.3. Work in close collaboration with the Portfolio Manager, Regional Wealth Advisor, Trust Advisor, Banker and other Northern Trust professionals in the implementation of the client’s wealth plan.4. Monitor and periodically update client wealth plan.5. Active assistance in the sales process and identification of opportunities to expand client relationships through the introduction of new Northern Trust products and services.6. Serve as a mentor to Associate Wealth Advisors and Wealth Advisors.7. Actively engage in cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.8. Operates independently; has in-depth knowledge of business unit / function9. As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level10. Carries out activities that are large in scope, cross-functional and technically difficult11. Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities12. Conducts preliminary analysis13. Responsible for direct interaction with different committees and/or management14. Strategic in developing, implementing and administering programs within functional areasKnowledge :Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services usually acquired through extensive work related experience with high/ultra-high net worth clients in financial services, law or consulting. Broad based technical and analytical skills in wealth planning, wealth transfer, tax, philanthropy, fiduciary practice, asset location and preservation and related disciplines. Strong interpersonal skills and proactive consultative orientation.Experience :5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired.Salary Range:$189,290 - 331,200 USD*Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.* **Work Authorization** Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).