Northern Trust

Portfolio Advisor

Northern Trust

6 months ago
Phoenix, AZ
Hybrid
Full Time
Senior
0 applicants
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Northern Trust
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About this role

A Senior Investment Advisor at Northern Trust manages major investment relationships for high-net-worth individuals, families, and fiduciary accounts, providing tailored investment programs within the bank’s Goals Driven Wealth Management framework. The role serves sophisticated clients and works closely with internal teams and external professionals to uphold trust and fiduciary standards.

Skills

Qualifications

MBACFACFPCIMACPWA
Northern Trust

About Northern Trust

northerntrust.com

Guided by founding principles of service, expertise and integrity, our experts help the world’s most successful individuals, families and institutions achieve their goals.

About Northern Trust

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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