Sr. Wealth Strategist/ Client Development Sales Executive

NRT (National Revenue Tax)

Denver, CO, United States
Base: $137,400 - 240,400 usd; bonus/equity: not sp...
10+ years of sales experience
Strong network of centers of influence
Knowledge of fiduciary capabilities
Northern Trust is a globally recognized financial institution providing innovative services to affluent clients

Job Summary

  • Northern Trust is a globally recognized financial institution providing innovative services to affluent clients.
  • Wealth Strategists cultivate new relationships and manage client development strategies.
  • The role offers a collaborative work environment with opportunities for professional growth.

Matching Summary

Northern Trust is a globally recognized financial institution providing innovative services to affluent clients.

Salary

Base: $137,400 - 240,400 USD; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • 10+ years of sales experience
  • Strong network of Centers of Influence
  • Knowledge of fiduciary capabilities

Nice-to-have

  • Strong analytical and sales skills
  • Collaborative work culture
  • Ability to engage with community

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter