Wealth Management Investment Associate; Client-Focused
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-07-19
Listing for:
Koitecc Solutions
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Northern Trust in the United States is seeking an Investment Associate to handle portfolio administration, file setup, and report processing for client review meetings. You will prepare materials, support Investment Advisors, and contribute to client conversations with proactive recommendations.
The role emphasizes mastery of the Goals Driven Wealth Management (GDWM) tool, strong communication, and effective coordination with clients and portfolio managers.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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