Financial Advisor

NRT (National Revenue Tax)

Multiple Locations
Base: $109,940 - 186,760 usd; bonus/equity: discre...
Consulting clients on financial goals
Utilizing investment market knowledge
Documenting client interactions in salesforce
Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service

Job Summary

  • Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service.
  • The role involves consulting with clients to identify goals and risk appetite, collaborating with teams to develop investment strategies, and maintaining thorough documentation to ensure team alignment.
  • Northern Trust offers a comprehensive benefits package including retirement plans, health and welfare benefits, paid time off, and a discretionary bonus program that may include equity.

Matching Summary

Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service.

Salary

Base: $109,940 - 186,760 USD; Bonus/Equity: Discretionary bonus program may include equity component; Benefits: Comprehensive benefits including retirement, health, paid time off, and more

Skills & Requirements

Must-have

  • Consulting clients on financial goals
  • Utilizing investment market knowledge
  • Documenting client interactions in Salesforce
  • Collaborating with trading teams
  • Setting personal sales goals
  • Providing high level client service

Nice-to-have

  • Goal driven and self-motivated
  • Strong sales and communication skills
  • Participating in ongoing training
  • Working in a flexible and collaborative culture
  • Leadership and strategic program development

Key Requirements

  • Minimum 5+ years securities industry experience
  • Series 7 and 66 (or 63/65) licenses required
  • Broad knowledge of securities products
  • Options expertise preferred
  • Professional designation preferred (CFP)

Work Rights

Not specified

Tailored Resume

Cover Letter