Wealth Portfolio Advisor for UHNW Clients (Bonus/Equity Eligible)

Northern Trust; Lake Forest (CA); On-site; USD 115,000 - 195,000; Full time

Benefits offered by this job

401k and pension

Health & welfare benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus (equity component)

Job summary

Northern Trust is seeking a Portfolio Advisor in Wealth Management to manage investment activities for high net worth and ultra-high net worth clients, coordinating with the client service team to meet objectives and adapt strategies as markets and goals evolve.

The role requires 8+ years in wealth management investing, strong knowledge of portfolio theory, and a CFA is preferred. US work authorization is required; the firm offers comprehensive benefits and growth opportunities.

Qualifications

• Minimum 8 years of investment experience with wealth management clients (HNW/UHNW).
• Knowledge of investment theory, portfolio management and financial principles.
• Professional designation (e.g., CFA) preferred.
• Strong decision making, sales and negotiation abilities.
• Ability to guide colleagues and lead initiatives.

Responsibilities

• Manage investment activities for a full set of major fee revenue accounts.
• Suggest investment objectives and design strategies for individual clients.
• Analyze and revise investment plans as goals evolve with client needs.
• Collaborate with client service team to coordinate portfolio activity.
• Demonstrate proficiency with new investment tools and methodologies.
• Adhere to investment guidelines and risk management practices.
• Provide feedback on national initiatives and changes.
• Lead and train peers as needed.

Skills

Investment experience

Decision making

Sales skills

Negotiation skills

Mentoring / leadership

Education

CFA designation preferred

Job description

Northern Trust is seeking a Portfolio Advisor in Wealth Management to manage investment activities for high net worth and ultra-high net worth clients, coordinating with the client service team to meet objectives and adapt strategies as markets and goals evolve.

The role requires 8+ years in wealth management investing, strong knowledge of portfolio theory, and a CFA is preferred. US work authorization is required; the firm offers comprehensive benefits and growth opportunities.