Relationship Advisor

Northern Trust(3 months ago)

HybridFull TimeSenior$128,661 - $171,725 (estimated)Wealth Management

About this role

A fiduciary-focused wealth management professional at Northern Trust who manages a portfolio of high-net-worth clients and oversees trust and estate relationships. The role centers on delivering advisory guidance, applying fiduciary standards, and aligning client goals with appropriate financial and estate strategies. It supports client-facing collaboration across the firm and participation in community and referral activities.

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Required Skills

Fiduciary Knowledge
Estate Planning
Trust Administration
Investment Knowledge
Tax Knowledge
Financial Planning
Client Service
Relationship Management
Communication
Risk Management

+4 more

Qualifications

College or University Degree

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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