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Senior Wealth Advisor at Northern Trust - ApplyBlast

Senior Wealth Advisor

Northern Trust

4 months ago

3.7 on Glassdoor

Atlanta, GA

Hybrid

Full Time

Senior

0 applicants

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About this role

Act as a trusted advisor and technical expert for high and ultra-high net worth clients, developing comprehensive wealth profiles and implementing integrated financial plans. The role requires deep expertise in wealth transfer, taxation, and estate planning to deliver customized solutions alongside portfolio management and banking professionals. You will also mentor junior advisors and serve as a subject matter expert for complex, cross-functional initiatives within the wealth management unit.

Responsibilities

Develop comprehensive personal and financial wealth profiles for ultra-high net worth clients
Design and implement integrated wealth plans incorporating tax efficiency and transfer objectives
Mentor Associate Wealth Advisors and Wealth Advisors on complex planning matters
Collaborate with portfolio managers and bankers to execute client wealth strategies
Monitor and update client plans to reflect changes in goals and regulatory environments

Skills

Qualifications

CFPJDMBA

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.