Sr Wealth Strategist

Northern Trust

Unknown
Base: $158,010 - 276,460 usd; bonus/equity: discre...
Trust and investment management sales
Estate and tax planning knowledge
Client relationship management
Northern Trust is a globally recognized, award-winning financial institution with over 130 years of experience serving sophisticated clients

Job Summary

  • Northern Trust is a globally recognized, award-winning financial institution with over 130 years of experience serving sophisticated clients.
  • The role involves selling bank products focusing on trust and investment management, consulting clients and their advisors on estate planning, and maintaining client relationships.
  • Northern Trust offers a comprehensive benefits package including retirement, health, paid time off, and a discretionary bonus program with potential equity components.

Matching Summary

Northern Trust is a globally recognized, award-winning financial institution with over 130 years of experience serving sophisticated clients.

Salary

Base: $158,010 - 276,460 USD; Bonus/Equity: discretionary bonus program may include equity; Benefits: comprehensive benefits including retirement, health, paid time off

Skills & Requirements

Must-have

  • trust and investment management sales
  • estate and tax planning knowledge
  • client relationship management
  • fiduciary services expertise
  • financial product consultation
  • compliance with fiduciary laws

Nice-to-have

  • participation in business councils
  • presentation and seminar involvement
  • collaborative work culture
  • flexible working environment

Key Requirements

  • 5-7 years trust sales or relationship management experience
  • knowledge of federal, state, and local fiduciary laws
  • experience with estate and tax planning services

Work Rights

Not specified

Tailored Resume

Cover Letter