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Senior Wealth Advisor at Northern Trust - ApplyBlast

Senior Wealth Advisor

Northern Trust

5 months ago

3.7 on Glassdoor

Houston, TX

Hybrid

Full Time

Senior

0 applicants

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About this role

This role serves as a trusted advisor and technical expert for high and ultra-high net worth individual and family clients, requiring sophisticated multi-disciplinary wealth planning. Responsibilities include developing comprehensive financial profiles, designing integrated wealth plans focusing on tax efficiency and transfer strategies, and acting as a subject matter expert. The position involves collaborating with regional wealth advisors, portfolio managers, and partners to deliver customized solutions while mentoring junior team members.

Responsibilities

Develop comprehensive personal and financial wealth profiles for clients
Design and implement integrated wealth plans addressing transfer and tax objectives
Collaborate with portfolio managers to execute client wealth strategies
Monitor and update wealth plans based on changing goals and regulations
Mentor Associate Wealth Advisors and Wealth Advisors on complex matters

Skills

Qualifications

CFP CertificationJD (Juris Doctor)MBASeries 63 LicenseSeries 65 License

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.