Associate Wealth Advisor

About Northern Trust

Northern Trust is a Fortune 500 financial institution, serving global clients with expertise and integrity since 1889.

• Collect, organize, and maintain client personal and financial wealth plan profile data.
• Review and synthesize client profile data to design wealth plans integrating wealth management, transfer, and tax efficiency goals.
• Communicate with internal and external partners, professional advisors, and others to obtain and deliver wealth plan related information.
• Conduct fundamental research related to wealth plan solutions and strategies.
• Identify and prepare fee analysis of Northern and other products and services.
• Prepare presentations for client meetings.
• Support the Lead Relationship Manager by interacting with service areas, determining service requirements, coordinating daily activities, overseeing transaction processing, and handling inquiry resolution.
• Carry out complex activities with significant financial, client, and/or internal business impact.
• Interact directly with committees and/or Senior Management as needed.
• Serve as a key subject matter expert and mentor to junior employees.
• Manage daily operational activities and supervise day‑to‑day work of junior level employees (non‑formal management).
• Apply broad technical knowledge across areas.
• Deliver work products that require minimal revision.
• Facilitate discussions and help reach decisions.

• Knowledge of financial services, financial markets, and financial planning; acquired through formal education or work experience.
• Knowledge of financial analysis to interpret data.
• Professional designations such as CFP, MBA, or comparable evidence of advanced learning are expected or desired.
• 3 to 5 years of financial and wealth planning experience with high‑income / net‑worth individuals and families is preferred.

All employment decisions are made in a non‑discriminatory manner, and we are an Equal Employment Opportunity Employer.