Wealth Strategist/sales Rep

Northern Trust Corporation

Base: $158,010 - $276,460 usd; bonus/equity: discr...
Not specified
Trust sales experience
Estate planning knowledge
Client relationship management
Northern Trust Corporation is seeking a Wealth Strategist/Sales Representative to sell bank products and services focused on trust and investment management. The ideal candidate will have extensive experience in trust sales or relationship management, and the position offers competitive benefits and a collaborative work environment

Job Summary

  • The role involves selling bank products and services to individuals with a focus on trust and investment management.
  • Candidates must analyze client financial pictures and develop alternatives such as living trusts or insurance trusts.
  • Northern Trust offers a comprehensive benefits package including retirement plans, health coverage, and a discretionary bonus program.

Matching Summary

Match Score: 85

Northern Trust Corporation is seeking a Wealth Strategist/Sales Representative to sell bank products and services focused on trust and investment management. The ideal candidate will have extensive experience in trust sales or relationship management, and the position offers competitive benefits and a collaborative work environment.

Salary

Base: $158,010 - $276,460 USD; Bonus/Equity: Discretionary bonus program with potential equity component; Benefits: Comprehensive package including 401k, pension, medical, dental, vision, and paid time off.

Skills & Requirements

Must-have

  • Trust sales experience
  • Estate planning knowledge
  • Client relationship management
  • Fiduciary product expertise
  • Prospect analysis skills

Nice-to-have

  • Strong networking abilities
  • Cross-selling capabilities
  • Collaborative work culture fit
  • Continuous learning mindset

Key Requirements

  • 5-7 years of trust sales experience
  • Knowledge of federal, state, and local laws
  • Experience in fiduciary services and estate tax planning

Work Rights

Not specified

Tailored Resume

Cover Letter