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Relationship/Trust Advisor, Wealth Management at Northern Trust - ApplyBlast

Relationship/Trust Advisor, Wealth Management

Northern Trust

4 months ago

3.7 on Glassdoor

Chicago, IL

Hybrid

Full Time

Senior

0 applicants

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About this role

A Relationship Advisor at Northern Trust manages high net worth and ultra-high net worth client portfolios, delivering fiduciary services and comprehensive wealth management solutions. The role involves leading client conversations, resolving complex issues, and collaborating with professional advisors to implement tailored financial strategies. Candidates will also mentor junior staff and build business through community engagement and external relationships.

Responsibilities

Manage complex portfolios of high net worth clients
Lead client conversations on financial and tax strategies
Mentor less experienced partners and staff members
Cultivate relationships with external professional advisors
Resolve regulatory and fiduciary compliance issues

Skills

Qualifications

JD (Juris Doctor)CFP (Certified Financial Planner)CPWA (Certified Professional Wealth Advisor)

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.