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Wealth Strategy Associate — Client Advisory & Planning

Job in Jacksonville, Duval County, Florida, 32290, USA
Listing for: 001 The Northern Trust Company
Full Time position
Listed on 2026-06-27
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Banking & Finance
Salary/Wage Range or Industry Benchmark: 45000 - 55000 USD Yearly USD 45000.00 55000.00 YEAR
Job Description & How to Apply Below

001 The Northern Trust Company in Jacksonville, Florida is seeking a dedicated candidate to support client financial planning. Responsibilities include managing client inquiries, researching materials for client meetings, and preparing necessary documentation.

The ideal candidate should possess 1–3 years of client servicing experience and demonstrate knowledge of personal financial planning products. Proficiency in banking applications is essential. The role requires strong organizational skills and a client-focused approach.

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Position Requirements
10+ Years work experience
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