Sr Wealth Strategist, Inst

NRT (National Revenue Tax)

Multiple Locations
Base: $158,010 - 276,460 usd; bonus/equity: not sp...
10 years minimum experience
In-depth knowledge of target market
Excellent communication skills
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.
  • The role involves selling investment management services to foundations and nonprofit organizations.
  • Northern Trust offers a comprehensive benefits package and encourages career development.

Matching Summary

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

Salary

Base: $158,010 - 276,460 USD; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • 10 years minimum experience
  • in-depth knowledge of target market
  • excellent communication skills

Nice-to-have

  • knowledge of philanthropic strategies
  • strong analytical skills
  • flexible work culture

Key Requirements

  • CIMA, Series 7 and 63
  • experience in institutional sales
  • knowledge of federal and state regulations

Work Rights

Not specified

Tailored Resume

Cover Letter