Wealth Planning Associate – Client Advisory & Strategy

Northern Trust Corp; Boca Raton (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Northern Trust Corp in Boca Raton, FL, is seeking an Associate Wealth Advisor to manage client financial data and assist in wealth planning. Candidates should have 3 to 5 years of experience with high-net-worth individuals.

The role requires strong financial analysis skills, effective communication, and knowledge of financial services. Join a flexible and collaborative culture committed to serving successful clients.

Qualifications

• 3 to 5 years of financial and wealth planning experience with high-income clients.
• Strong knowledge of financial markets and analysis.
• Pursuing professional designations such as CFP or MBA.

Responsibilities

• Maintain and manage client financial wealth data.
• Assist in designing client profiles and wealth management plans.
• Prepare presentations for client meetings.
• Conduct research on wealth planning solutions.

Skills

Client relationship management

Financial analysis

Wealth planning

Communication

Education

CFP or MBA or similar

Job description

Northern Trust Corp in Boca Raton, FL, is seeking an Associate Wealth Advisor to manage client financial data and assist in wealth planning. Candidates should have 3 to 5 years of experience with high-net-worth individuals.

The role requires strong financial analysis skills, effective communication, and knowledge of financial services. Join a flexible and collaborative culture committed to serving successful clients.