Regional Wealth Advisor

Northern Trust(2 months ago)

HybridFull TimeSenior$205,700 - $360,100Wealth Management

About this role

The Regional Wealth Advisor on the Family Office Solutions team serves as a technical expert for ultra-high-net-worth individuals and families (typically $100M+), developing comprehensive personal and financial wealth profiles and sophisticated multi-disciplinary wealth plans. The role represents Northern Trust’s capabilities to clients and collaborates with internal teams and external professional advisors to deliver integrated wealth management solutions.

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Required Skills

Wealth Planning
Wealth Transfer
Estate Planning
Tax Planning
Financial Modeling
Client Relations
Advisory Services
Fiduciary Practice
Mentoring
Sales

Qualifications

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.

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