Posted in General Business 28 days ago.
This job brought to you by eQuest
As a an Associate Wealth Advisor you will be responsible for supporting
partners in wealth planning related work for our ultra-high net-worth
individual and client family relationships.
Working with the Regional
Wealth Advisor, you will be responsible for collecting, reviewing and
synthesizing personal and wealth profile data and modeling strategies and
solutions. The role entails creation of
subject matter decks and meeting materials and some light research, along with
some collaboration on written articles. You will have varying degrees of client
interaction depending upon the nature of a client's projects and needs. Given
the nature of the clients served, you will interface with teams and groups
across the wealth management spectrum.
This position can be a career
choice or a stepping stone along your career path, but it is a very interactive
and collaborative role with the Regional Wealth Advisor with a focus on
knowledge growth and development. Additionally, you will be responsible for
providing overall support to the Regional Wealth Advisor and to the upmarket
team when appropriate.
1. Collect, organize and
maintain client personal and financial wealth plan profile data.
2. Review and synthesize
client profile data and assist in the design of client profiles and wealth
plans integrating wealth management, wealth transfer and tax efficiency goals.
3. Coordinate internal and
external communications and meetings with prospects, clients, partners and
4. Communicate with internal
and external partners, professional advisors and others to obtain and deliver
wealth plan related information.
5. Conduct fundamental
research related to wealth plan solutions and strategies.
6. Identify and prepare fee
analysis of Northern and other products and services.
7. Prepare presentations for
8. Carry out complex
activities with significant financial, client, and/or internal business impact
9. Help manage daily
operational activities and supervise day-to-day work of junior level employees
(but not a formal management role)
10. Perform light administrative duties required
of the role, including travel and expense reporting, preparation of meeting
materials, pipeline management, meeting scheduling, etc.
to 5 years of financial and wealth planning and analysis experience with
high-income/net worth individuals and families desired.
of financial services, financial markets and financial planning, usually
acquired by formal education or work related experience.
of estate planning, financial analysis, and math concepts required to analyze
and interpret data.
to have or be pursuing professional designations including CFP®, CPA, MBA and
similar evidence of advanced learning and professional qualification.
presentation and communication skills (written and verbal)
to multi-task and meet deadlines with strong time management and organizational
possess high attention to detail
intellectually curious, self-starter
proficient in Excel and PowerPoint; Proficient in Outlook, Word, Adobe Acrobat,
and Visio. Ability to learn other software platforms.
Trust provides innovative financial services and guidance to corporations,
institutions and affluent families and individuals globally. With 130
years of financial experience and nearly 20,000 partners, we serve the world's
most sophisticated clients using leading technology and exceptional service.
As a Northern Trust partner, you will be part of a flexible and
collaborative work culture, which has a strong history of financial strength
and stability. Movement within the organization is encouraged, senior leaders
are accessible, and you can take pride in working for a company that is committed to strengthening the communities
recognize the value of inclusion and diversity in culture, in thought, and in
experience, which is why Forbes ranked us the top employer for Diversity in
We'd love to learn more about
how your interests and experience could be a fit with one of the world's most
admired and ethical companies. Build your career with us and apply