Wealth Relationship Advisor

The Northern Trust Company; Chicago (IL); On-site; USD 100,000 - 169,000; Full time

Job summary

Northern Trust seeks an Associate Relationship Advisor in Chicago to manage a select client base, coordinate account management and ensure timely delivery of high-quality service.

You will work with clients, advisors, and the service team to understand needs, provide holistic wealth guidance, and support business development.

Strong knowledge of fiduciary duties, financial planning, and capital markets is preferred; relevant degrees or experience required.

Qualifications

• Knowledge of financial products, operations and accounting systems typically gained from related experience.
• Strong client service mindset with the ability to explain complex concepts clearly.
• Fiduciary duties and advisory services knowledge is advantageous.

Responsibilities

• Coordinates account management to ensure prompt execution and follow-up, communicating with clients and vendors as needed.
• Manages an assigned base of wealth management clients, understanding their goals and advising accordingly.
• Maintains knowledge of NT resources to identify opportunities for relationship growth and collaborates with internal partners.
• Delivers proactive client service with timely communication and supports business development efforts.

Skills

Financial products knowledge

Client relationship management

Advisory/financial planning

Analytical skills

Communication skills

Education

Bachelor's degree or equivalent experience

Job description

Northern Trust seeks an Associate Relationship Advisor in Chicago to manage a select client base, coordinate account management and ensure timely delivery of high-quality service.

You will work with clients, advisors, and the service team to understand needs, provide holistic wealth guidance, and support business development.

Strong knowledge of fiduciary duties, financial planning, and capital markets is preferred; relevant degrees or experience required.