Senior Portfolio Advisor - Wealth Management; UHNW
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-07-18
Listing for:
CFA Institute
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Northern Trust seeks an experienced Senior Portfolio Advisor II for Wealth Management in the U.S. This senior role manages large, complex fee-bearing investment accounts and partners with sales and relationship teams to drive growth and new referrals.
The position requires mastery of investment solutions, ongoing strategy optimization, and active involvement in thought leadership, risk management, and committee work within a broad client service framework.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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