Senior Financial Advisor: Strategy Client Success
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Northern Trust is seeking an experienced securities sales professional in the U.S. to advise clients, develop strategies, and collaborate with traders and advisory teams. The role emphasizes high client service, market awareness, and robust documentation in Salesforce.
The ideal candidate has 5+ years in the securities industry, holds Series 7 and 66 licenses (or 63/65), with CFP designation preferred. Travel may be required in serving clients across regions.
We are currently recruiting a Senior Financial Advisor:
Strategy, Growth & Client Success for our team in Denver, CO, United States.
We would love to welcome a new Senior Financial Advisor:
Strategy, Growth & Client Success to our organisation in Denver, CO, United States.
For the Senior Financial Advisor:
Strategy, Growth & Client Success position at Northern Trust, we are reviewing applications now.
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