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Senior Wealth & Fiduciary Advisor
Job in
Menlo Park, San Mateo County, California, 94029, USA
Listed on 2026-06-25
Listing for:
Northern Trust Corp
Full Time
position Listed on 2026-06-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Northern Trust Corp based in Menlo Park is seeking a Sr. Relationship Advisor to manage a portfolio of sophisticated wealth management clients. The ideal candidate should possess extensive fiduciary knowledge and a proven track record in trust administration or estate planning.
This position involves providing proactive financial advice, maintaining exceptional client relationships, and cultivating new business opportunities through engagement with referral sources.
A comprehensive benefits package including retirement plans and health benefits will be provided.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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