Wealth Advisor/Financial Planner at Northern Trust in Stamford, Connecticut

Job Description:

Job Summary:

Act as a trusted advisor, financial planner and technical expert for complex individual and family client relationships for high net worth clients ($10 million AUM and above) who desire a sophisticated, multi-disciplinary wealth plan. The Wealth Advisor will assist in the development of a comprehensive personal and financial wealth profile, ascertaining wealth related goals, and the design and implementation of the wealth plan. The Wealth Advisor must be knowledgeable in the full capabilities of Northern Trust and collaborate with the client's professional advisors and other Northern Trust professionals in the delivery of integrated wealth management services.

Major Duties:

Major Duties

1. Development of a comprehensive personal and financial wealth profile on the client and the client's family including identification of wealth related life goals in collaboration with Lead Relationship Manager, if any.

2. Design and implement, in collaboration with the client's professional advisors and Northern partners, a wealth plan integrating wealth management, wealth transfer and tax efficiency goals. Support and supplement Senior Wealth Advisor in design and modelling of wealth plans for ultra-high net worth clients where a Senior Wealth Advisor is engaged.

3. Work in close collaboration with the Portfolio Manager, Senior Wealth Advisor, Trust Advisor, Banker and other Northern Trust professionals in the implementation of the client's wealth plan.

4. Monitor and periodically update client wealth plan.

5. Active assistance in the sales process and identification of opportunities to expand client relationships through the introduction of new Northern Trust products and services.

6. Actively engage in cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.

Qualifications:

Candidates have 3 or more years of financial and wealth planning experience working with high net worth individuals and families in a comprehensive capacity. Advanced educational and professional designations including CFP, CPA, JD, MBA or similar evidence of advanced learning and professional consulting qualification gained through work experience. Proficiency in Excel required and experience preparing income, gift and/or fiduciary tax returns is a strongly preferred.

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Working with Us:

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 we serve!

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021:

•Gender Equality Index Member, Bloomberg

•Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine

We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies! Build your career with us and apply today.

Additional Information