Senior Relationship/Trust Advisor, Wealth Management

Northern Trust(1 month ago)

HybridFull TimeSenior$118,687 - $158,812 (estimated)Wealth Management

About this role

A Senior Relationship/Trust Advisor, Wealth Management at Northern Trust is a senior client-facing position serving high net worth and ultra-high net worth individuals, families, and institutions. The role focuses on fiduciary oversight and advisory support for complex trust, estate, tax, and investment matters and represents Northern Trust in client and community engagements. It operates within the Wealth Management division and works with internal teams and external professional advisors to support clients' wealth planning needs.

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Required Skills

Relationship Management
Fiduciary Knowledge
Trust Administration
Estate Planning
Tax Knowledge
Investment Knowledge
Client Communication
Leadership
Negotiation
Problem Solving

+2 more

Qualifications

JD
CFP
CPWA

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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