More jobs:
Wealth Strategy & Client Director
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-09-01
Listing for:
CFA Institute
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Northern Trust in the United States is seeking a Wealth Strategist / Client Development Sales Director to cultivate new relationships and execute an advice-driven approach. You will present capabilities, follow up to convert prospects, and maintain ongoing client contact while expanding existing relationships through coordinated teams.
The role requires deep knowledge of fiduciary services, a strong sales background, and licenses (Series 7 and 63) with CFP/CTFA/CFA preferred to support wealth
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