Senior Wealth Advisor at Northern Trust in Chicago, Illinois

Job Description:

Job Summary:

The Senior Wealth Advisor for the Ultra High Net Worth team acts as a technical expert in complex individual and family client relationships for ultra-high net worth clients ($100 million and above) who desire a sophisticated, multi-disciplinary wealth plan. This role will partner with the Regional Wealth Advisors in the Central Region and are resources responsible for working with local teams in the development of a comprehensive personal and financial wealth profile, ascertaining wealth related goals, and the design of the wealth plan, with an emphasis on wealth plan solutions and modeling. The Senior Wealth Advisor is knowledgeable in the full capabilities of Northern Trust and collaborates with the Regional Wealth Advisor, the client's professional advisors and other Northern professionals in the delivery of integrated wealth management services.

RESPONSIBILITIES:

Expert knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services usually acquired through extensive work related experience with ultra-high net worth clients (clients with net worth of $100 million and above) in financial services, law or consulting. Ideally has a knowledge of wealth management services, products and solutions. Broad based technical and analytical skills in wealth planning, wealth transfer, tax, philanthropy, fiduciary practice, asset location and preservation and related disciplines. Strong interpersonal skills and proactive consultative orientation.

EXPERIENCE:

Minimum of 7 years of wealth planning experience working with high net worth individuals and families in a comprehensive capacity. Advanced educational and professional designations including CFP, JD, MBA or similar evidence of advanced learning and professional consulting qualification.

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.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve!Join a workplace with a greater purpose.

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 andapply today.#MadeForGreater

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