Northern Trust
Senior Financial Advisor, Wealth Management
Northern Trust, San Francisco, California, United States, 94199
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.
Unique opportunity to join a high performing team and manage a 1/2-billion-dollar book of business with uncapped earning potential. The main focus of the Northern Trust Financial Advisor is to advise on a variety of investment solutions, as part of an overall Wealth Management process. The advisor will work to provide best in class execution and investment advice that is intended to help clients accomplish their financial goals and objectives. Investment strategies include, but are not limited to, stocks, bonds, mutual funds, unit investment trusts, option strategies,
10b5-1s, structured notes, and fee-based solutions.• The Northern Trust Financial Advisor consults with clients to identify their goals, objectives and appetite for risk.• This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients' goals target.• Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern Trust.• Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners on specific strategies, particularly concentrated around positions.• Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities.
Qualifications include:• 5+ years of securities industry and sales experience.• Must have broad based knowledge of all securities products, options expertise preferred.• Required Securities license: Series 7, 66 (or 63/65)• Professional designation preferred (CFP)• Strong sales, communication, and group presentation skills.• Individual must be goal driven and self-motivated.• Some travel may be required.• Experience with Salesforce
Salary Range:$150,000-$160,000
Salary range is an estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits.
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 the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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.
Unique opportunity to join a high performing team and manage a 1/2-billion-dollar book of business with uncapped earning potential. The main focus of the Northern Trust Financial Advisor is to advise on a variety of investment solutions, as part of an overall Wealth Management process. The advisor will work to provide best in class execution and investment advice that is intended to help clients accomplish their financial goals and objectives. Investment strategies include, but are not limited to, stocks, bonds, mutual funds, unit investment trusts, option strategies,
10b5-1s, structured notes, and fee-based solutions.• The Northern Trust Financial Advisor consults with clients to identify their goals, objectives and appetite for risk.• This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients' goals target.• Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern Trust.• Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners on specific strategies, particularly concentrated around positions.• Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities.
Qualifications include:• 5+ years of securities industry and sales experience.• Must have broad based knowledge of all securities products, options expertise preferred.• Required Securities license: Series 7, 66 (or 63/65)• Professional designation preferred (CFP)• Strong sales, communication, and group presentation skills.• Individual must be goal driven and self-motivated.• Some travel may be required.• Experience with Salesforce
Salary Range:$150,000-$160,000
Salary range is an estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits.
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 the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.