Financial Advisor

Northern Trust Corporation

Base: $95,000 - 140,000 usd; bonus/equity: discret...
Not specified
5+ years securities industry experience
Series 7 and series 66 license required
Broad knowledge of all securities products
Northern Trust Corporation is seeking a Financial Advisor to provide investment advice and solutions to clients as part of its Wealth Management team. The role requires extensive experience in the securities industry and a strong understanding of various investment products, with a focus on delivering exceptional service and tailored strategies to meet client goals

Job Summary

  • The role focuses on advising clients on a variety of investment solutions to help them accomplish their financial goals.
  • Northern Trust offers a comprehensive benefits package including retirement benefits, health coverage, and a discretionary bonus program with potential equity.
  • Candidates must possess strong sales, communication, and group presentation skills within a collaborative team environment.

Matching Summary

Match Score: 85

Northern Trust Corporation is seeking a Financial Advisor to provide investment advice and solutions to clients as part of its Wealth Management team. The role requires extensive experience in the securities industry and a strong understanding of various investment products, with a focus on delivering exceptional service and tailored strategies to meet client goals.

Salary

Base: $95,000 - 140,000 USD; Bonus/Equity: Discretionary bonus program may include equity component; Benefits: Comprehensive package including 401k, pension, medical, dental, vision, and paid time off

Skills & Requirements

Must-have

  • 5+ years securities industry experience
  • Series 7 and Series 66 license required
  • Broad knowledge of all securities products

Nice-to-have

  • Options expertise preferred
  • CFP professional designation preferred
  • Salesforce experience desired

Key Requirements

  • Series 7 license
  • Series 63/65 or 66 license
  • 5+ years sales experience
  • CFP designation (preferred)

Work Rights

Not specified

Tailored Resume

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