Registered Associate II

Northern Trust(4 months ago)

Fort Lauderdale, FLOnsiteFull TimeMedior$64,125 - $105,925Wealth Management

About this role

A Registered Associate II at Northern Trust supports Financial Advisors by managing client relationships and serving as a liaison between clients, advisors, and internal partners. The role leverages knowledge of investment products and financial markets to support development of client investment strategies and maintain client records in accordance with regulatory and firm standards. This is an office-based, client-facing role based in Ft. Lauderdale.

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Required Skills

Client Servicing
Account Opening
Trade Execution
Investment Analysis
Relationship Management
CRM
Compliance
Communication
Organization
Microsoft Office

+2 more

Qualifications

College Degree Preferred
FINRA SIE
Series 7 or 7TO
Series 63/65 or 66

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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