Sr. Wealth Strategist

Northern Trust

Portland, OR, United States
10+ years of sales experience
Strong network of centers of influence
Knowledge of fiduciary capabilities
Northern Trust is a globally recognized financial institution committed to providing innovative financial services

Job Summary

  • Northern Trust is a globally recognized financial institution committed to providing innovative financial services.
  • Wealth Strategists cultivate new relationships with ultra high net worth clients and manage ongoing client relationships.
  • The role emphasizes collaboration, communication, and a consultative approach to wealth management.

Matching Summary

Northern Trust is a globally recognized financial institution committed to providing innovative financial services.

Skills & Requirements

Must-have

  • 10+ years of sales experience
  • Strong network of Centers of Influence
  • Knowledge of fiduciary capabilities

Nice-to-have

  • Entrepreneurial spirit
  • Collaborative work culture
  • Strong analytical skills

Key Requirements

  • Series 7 and 63 licenses required
  • Professional designations such as CFP preferred

Work Rights

Not specified

Tailored Resume

Cover Letter