Wealth Strategists are responsible for cultivating new relationships with individuals, families, non-profit institutions, and other entities
Job Summary
Wealth Strategists are responsible for cultivating new relationships with individuals, families, non-profit institutions, and other entities.
You’ll take a long term consultative approach with clients on the benefits of estate planning services, utilizing your knowledge of wealth transfer and tax planning strategies.
As a Northern Trust partner, greater achievements await in a flexible and collaborative work culture committed to assisting the communities we serve.
Matching Summary
Wealth Strategists are responsible for cultivating new relationships with individuals, families, non-profit institutions, and other entities.
Skills & Requirements
Must-have
Client development sales executive role
Consultative wealth management planning
Relationship cultivation with UHNW clients
Collaboration with internal teams
Business development strategy implementation
Nice-to-have
Community and philanthropic engagement
Entrepreneurial spirit and motivation
Strong communication and analytical skills
Long term client relationship focus
Team-oriented work culture
Key Requirements
10+ years sales and relationship management experience
Series 7 and 63 licenses required
Knowledge of fiduciary capabilities and services
Strong network of Centers of Influence for UHNW clients
Preferred professional designations such as CFP, CFTA, CFA, CIMA