Wealth Advisor Associate — Client Strategy & Planning

Northern Trust; Boca Raton (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

Northern Trust in Boca Raton, Florida, is seeking a professional to assist in client wealth planning. The position involves collecting client data, analyzing financial needs, and designing customized wealth management solutions.

The ideal candidate will have 3 to 5 years of relevant experience with high-income individuals and be knowledgeable in financial services. Northern Trust is committed to providing outstanding service and encourages applications from individuals with diverse backgrounds.

Qualifications

• 3 to 5 years of financial and wealth planning experience.
• Experience with high-income/net worth individuals and families is desired.
• Knowledge of financial markets and financial planning.

Responsibilities

• Collect and maintain client financial data.
• Assist in designing client profiles and wealth plans.
• Conduct fundamental research on wealth plan solutions.

Skills

Financial services knowledge

Financial analysis

Communication skills

Research ability

Education

Professional designations such as CFP® or MBA

Job description

Northern Trust in Boca Raton, Florida, is seeking a professional to assist in client wealth planning. The position involves collecting client data, analyzing financial needs, and designing customized wealth management solutions.

The ideal candidate will have 3 to 5 years of relevant experience with high-income individuals and be knowledgeable in financial services. Northern Trust is committed to providing outstanding service and encourages applications from individuals with diverse backgrounds.