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Associate Wealth Advisor at Northern Trust - ApplyBlast

Associate Wealth Advisor

Northern Trust

4 months ago

3.7 on Glassdoor

Chicago, IL

Hybrid

Full Time

Junior

0 applicants

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About this role

As an Associate Wealth Advisor in Family Office Solutions, you will support senior advisors by analyzing wealth profiles, modeling strategies, and preparing detailed financial documentation for ultra-high-net-worth clients. The role involves synthesizing data to design wealth and estate plans while collaborating with internal teams and external advisors to meet client goals. Candidates will assist in creating presentations, managing operational activities, and conducting research without holding direct client relationships.

Responsibilities

Collect and synthesize personal and estate planning profile data
Prepare detailed balance sheets and estate flow charts
Design client wealth plans integrating tax efficiency goals
Prepare presentations and meeting materials for clients
Coordinate communications with internal and external advisors

Skills

Qualifications

CFP®CPAJDMBA2-4 years Estate and Financial Planning Experience

About Northern Trust

northerntrust.com

Headquarters

Chicago, Illinois, United States

Company Size

10001+ employees

Founded

1889

View Profile

Northern Trust is a financial services firm guided by founding principles of service, expertise, and integrity since 1889. The company offers wealth management, asset servicing, and investment solutions tailored to the needs of individuals, families, and institutions. Its clients include family offices, financial advisors, investment managers, pension funds, nonprofits, and sovereign entities, among others.