Senior Wealth Portfolio Advisor UHNW Clients
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Northern Trust seeks a Senior Portfolio Advisor, Wealth Management, to manage a set of fee-producing accounts for large and sensitive personal trusts and investors. You will leverage broad investment solutions and collaborate with sales and the client service team to grow business and deliver tailored investment strategies.
Applicants must have strong investment expertise, a track record with UHNW clients, and may hold MBA/CFA/CFP/CIMA/CPWA/CAIA credentials.
This role is for the Senior Wealth Portfolio Advisor for UHNW Clients role at Northern Trust.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Cleveland, OH, United States.
This opportunity is part of our work in Finance, Consulting.
The advertised compensation is 156..
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