Investment Associate — Client Portfolio Strategist
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Finance & Banking
Job Description & How to Apply Below
The Northern Trust Company is seeking a financial services professional to support Investment Advisors by preparing client meeting materials, setting up new accounts, and processing cash transfers and trades in a timely manner.
Applicants should have 3+ years in financial services, knowledge of investment products, and coursework toward CFA or CFP designation. This role emphasizes analytical rigor, client communication, and risk awareness.
As a Investment Associate — Client Portfolio Strategist, you will play an important part at Northern Trust Corp in Lake Forest, IL, United States.
Join Northern Trust Corp and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Investment Associate — Client Portfolio Strategist role at Northern Trust Corp, based in Lake Forest, IL, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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