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 with over 130 years of experience

Job Summary

  • Northern Trust is a globally recognized financial institution with over 130 years of experience.
  • Wealth Strategists are key to cultivating new relationships and managing client development.
  • The role offers a flexible and collaborative work culture with opportunities for career growth.

Matching Summary

Northern Trust is a globally recognized financial institution with over 130 years of experience.

Skills & Requirements

Must-have

  • 10+ years of sales experience
  • strong network of Centers of Influence
  • knowledge of fiduciary capabilities

Nice-to-have

  • collaborative work culture
  • strong analytical skills
  • entrepreneurial spirit

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter