Wealth Relationship Advisor

Northern Trust Corp.

Chicago (IL)

On-site

USD 100,000 - 169,000

Full time

6 days ago

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Benefits offered by this job

401k and pension benefits

Health and welfare benefits

Paid time off and parental leave

Job summary

Northern Trust Corp. in Chicago seeks an Associate Relationship Advisor to manage a select portfolio of wealth management clients. You will collaborate with service teams to ensure timely delivery, resolve issues, and communicate client needs to partners.

You will develop advisory relationships, support estate and financial planning, and work with internal resources to enhance client outcomes. The role emphasizes proactive client service, opportunity identification, and teamwork with advisors to

Qualifications

Knowledge of financial products, operations, and fiduciary standards.
Strong analytical, negotiating, problem solving and sales skills used to service client relationships.
Ability to explain complex information clearly to clients and teammates.

Responsibilities

Coordinate account management and ensure prompt execution of client requests.
Develop understanding of client needs and goals with advisors to deliver holistic wealth management guidance.
Collaborate with internal partners and external advisors to identify client opportunities and solutions.
Support business development through client presentations and nurturing referral networks.
Maintain working knowledge of advisory services, estate and financial planning, and capital markets.