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Financial Advisor at Northern Trust - ApplyBlast

Financial Advisor

Northern Trust

5 months ago

3.7 on Glassdoor

Newport Beach, CA

Onsite

Full Time

Senior

0 applicants

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About this role

A senior-level securities sales professional at Northern Trust advises high-net-worth clients on risk-strategy solutions and concentrated positions. The role requires deep market expertise, collaboration with traders, and strategic sales planning to drive business growth.

Responsibilities

Consult clients on risk appetite and investment goals
Develop targeted client acquisition strategies
Collaborate with traders for optimal execution
Document client interactions in Salesforce
Set personal sales goals and business plans

Skills

Qualifications

Series 7 LicenseSeries 66 License (or 63/65)CFP Designation Preferred

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.