Portfolio Advisor - Wealth Management & Client Impact
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Northern Trust in San Diego seeks an experienced investment professional to manage investment activities for major fee accounts, including trusts and portfolios. You will work with Investment Advisors to align strategies with client needs and coordinate with the broader client service team.
The candidate should bring 2–4 years in investment services, strong analytical skills, and the ability to mentor junior staff while adhering to risk guidelines and best practices.
Step into the Portfolio Advisor
- Wealth Management & Client Impact role at Northern Trust in San Diego, CA, United States and grow with us.
Join us at Northern Trust as our next Portfolio Advisor
- Wealth Management & Client Impact in San Diego, CA, United States.
We are currently recruiting a Portfolio Advisor
- Wealth Management & Client Impact for our team in San Diego, CA, United States.
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