Financial Advisor

About Northern Trust

Northern Trust, a Fortune 500 company, is a globally recognized, award‑winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

• Consult with clients to identify their goals, objectives and appetite for risk, providing solutions and strategies aimed at accomplishing those goals.
• Work in a team environment to identify and develop specific clients and prospects compatible with Northern target profiles.
• Utilize broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions.
• Collaborate and work with NTSI traders to ensure excellence in execution.
• Participate in team conversations to help develop and implement best‑in‑class investment strategies and solutions that maximize sales efforts.
• Document client notes and interactions thoroughly in Salesforce so all advisory team members remain informed.
• Monitor the market and information sources to make appropriate and timely strategy decisions for clients and partners.
• Participate fully in all ongoing training and meeting initiatives.
• Set personal sales goals and business plan with manager based on experience and product knowledge.
• Provide the highest level of client service (top priority).
• Operate independently with in‑depth knowledge of the business unit/function.
• Act as a subject‑area expert, providing comprehensive, in‑depth consulting and leadership to team and partners at a high technical level.
• Carry out large‑scope, cross‑functional, technically difficult activities.
• Balance high‑level operational execution with development and strategic direction of business function activities.
• Conduct preliminary analysis.
• Interact directly with different committees and/or management.
• Develop, implement, and administer programs within functional areas.
• Demonstrate strong sales, communication, and group presentation skills.
• Be goal‑driven and self‑motivated.
• Travel may be required.

• Minimum 5+ years of securities industry and sales experience.
• Broad knowledge of all securities products; options expertise preferred.
• Required securities license:
  Series 7, 66 (or 63/65).
• Professional designation preferred (CFP).

$95, USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well‑being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at