Wealth Strategist

Northern Trust Corporation

Base: $131,905 - $224,135 usd; bonus/equity: discr...
Not specified
Trust sales experience
Estate planning knowledge
Client relationship management
Northern Trust Corporation is seeking a Wealth Strategist to sell trust and investment management products to individuals, utilizing strong analytical and sales skills. The ideal candidate will have 5-7 years of experience in trust sales or relationship management, along with a comprehensive understanding of fiduciary products and estate planning

Job Summary

  • The role involves selling bank products and services to individuals with a focus on trust and investment management.
  • Candidates must possess in-depth knowledge of fiduciary products including personal trusts, living trusts, wills, and estate tax planning.
  • Northern Trust offers a comprehensive benefits package including retirement benefits, health insurance, and a discretionary bonus program.

Matching Summary

Match Score: 85

Northern Trust Corporation is seeking a Wealth Strategist to sell trust and investment management products to individuals, utilizing strong analytical and sales skills. The ideal candidate will have 5-7 years of experience in trust sales or relationship management, along with a comprehensive understanding of fiduciary products and estate planning.

Salary

Base: $131,905 - $224,135 USD; Bonus/Equity: Discretionary bonus program with potential equity component; Benefits: Comprehensive package including 401k, pension, medical, dental, vision, and paid time off

Skills & Requirements

Must-have

  • Trust sales experience
  • Estate planning knowledge
  • Client relationship management
  • Federal and state law compliance
  • Complex account analysis

Nice-to-have

  • Strong networking skills
  • Cross-selling capabilities
  • Collaborative work culture
  • Flexible working requirements

Key Requirements

  • 5-7 years of trust sales or relationship management
  • Knowledge of federal, state, and local laws
  • Experience with complex client asset situations

Work Rights

Not specified

Tailored Resume

Cover Letter