Wealth Relationship Advisor

Northern Trust Corp.; Lake Forest (IL); On-site; USD 99,600 - 169,200; Full time

Benefits offered by this job

Retirement benefits (401k and pension)

Health, dental, vision benefits

Paid time off

Discretionary bonus program

Job summary

Northern Trust Corp. in Lake Forest, IL, seeks an Associate Relationship Advisor to manage a select group of wealth management clients, coordinating account activity and ensuring high-quality service.

You will work with internal teams and external advisors to understand client needs and deliver tailored advisory support. The role requires 3–5 years in asset servicing or related fields, knowledge of financial products, fiduciary standards, and strong analytical, negotiating and communication

Qualifications

• Knowledge of financial products, operations and accounting systems is typically gained through related experience.
• General business knowledge and understanding of key drivers to supervise client transactions.
• Developing knowledge of investments, advisory relationships, estate planning and capital markets.

Responsibilities

• Coordinate account management and ensure prompt execution and follow-up on client requests.
• Develop relationships with clients and advisors to understand needs and goals.
• Assist service team with business development and client presentations.

Skills

Client relationship management

Analytical skills

Negotiation skills

Problem solving

Sales skills

Education

College degree or equivalent

Job description

Northern Trust Corp. in Lake Forest, IL, seeks an Associate Relationship Advisor to manage a select group of wealth management clients, coordinating account activity and ensuring high-quality service.

You will work with internal teams and external advisors to understand client needs and deliver tailored advisory support. The role requires 3–5 years in asset servicing or related fields, knowledge of financial products, fiduciary standards, and strong analytical, negotiating and communication