2-4 years estate and financial planning experience
Proficiency in excel and powerpoint
Strong attention to detail and proof-reading skills
Northern Trust Corporation is seeking an Associate Wealth Advisor to support their Family Office Solutions team, focusing on wealth planning for ultra-high net-worth clients. The position is hybrid, requiring both in-office and remote work, and emphasizes collaboration, attention to detail, and strong analytical skills
Job Summary
This role supports Regional Wealth Advisors by collecting, reviewing, and synthesizing personal and wealth profile data for ultra-high net-worth clients.
The position involves creating detailed balance sheets, estate flow charts, and presentation materials while collaborating with broader wealth management teams.
Northern Trust offers a comprehensive benefits package including retirement plans, health coverage, and a discretionary bonus program with potential equity components.
Matching Summary
Match Score: 85
Northern Trust Corporation is seeking an Associate Wealth Advisor to support their Family Office Solutions team, focusing on wealth planning for ultra-high net-worth clients. The position is hybrid, requiring both in-office and remote work, and emphasizes collaboration, attention to detail, and strong analytical skills.
Salary
Base: $99,600 - $169,200 USD; Bonus/Equity: Discretionary bonus program may include equity component; Benefits: Comprehensive package including 401k, pension, medical, dental, vision, and paid time off
Skills & Requirements
Must-have
2-4 years estate and financial planning experience
Proficiency in Excel and PowerPoint
Strong attention to detail and proof-reading skills
Nice-to-have
Intellectually curious self-starter
Experience with wealth transfer strategies
Familiarity with rudimentary estate tax rules
Key Requirements
2-4 years experience with high-income individuals
Pursuing or holding CFP, CPA, JD, or MBA designation
Basic understanding of wills, trusts, and estate documents