Senior Portfolio Advisor, Wealth Strategy
Job in
Vero Beach, Indian River County, Florida, 32966, USA
Listed on 2026-07-23
Listing for:
PVH (Tommy Hilfiger/Calvin Klein)
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Northern Trust is seeking a Portfolio Advisor to manage fee‑producing investment accounts for high‑net‑worth clients. The role requires strong investment knowledge, client communication, and collaboration with a multi‑disciplinary team to deliver tailored wealth solutions.
Responsibilities include developing strategies, monitoring performance, and adapting plans as client goals evolve, while maintaining adherence to guidelines and risk controls.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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