Senior Portfolio Advisor — UHNW Wealth Strategy
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-07-19
Listing for:
Crains Cleveland
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Northern Trust in Cleveland, OH seeks a Senior Portfolio Advisor II in Wealth Management to manage diverse, fee‑producing investment accounts for high‑net‑worth clients. You will apply advanced investment knowledge and collaborate with the client service team to deliver tailored solutions.
You will lead growth by winning new business, directing investment programs, and maintaining strong relationships with trustees and consultants while upholding risk controls and the firm's guidelines.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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