Wealth Strategist Sales Associate

Northern Trust

Newport Beach, California, US
Base: $65,000 to $75,000; bonus/equity: discretion...
Onsite
1-3 years client servicing experience
Knowledge of personal financial planning products
Proficiency with bank computer applications
The role assists partners in servicing prospects and clients by responding to inquiries and initiating transactions

Job Summary

  • The role assists partners in servicing prospects and clients by responding to inquiries and initiating transactions.
  • Northern Trust is a Fortune 500 company offering a comprehensive benefits package including retirement contributions and health insurance.
  • This is an office-based position requiring onsite presence at the Newport Beach location.

Matching Summary

The role assists partners in servicing prospects and clients by responding to inquiries and initiating transactions.

Salary

Base: $65,000 to $75,000; Bonus/Equity: Discretionary bonus program may include equity component; Benefits: Retirement, pension, health, welfare, paid time off, parental leave

Skills & Requirements

Must-have

  • 1-3 years client servicing experience
  • Knowledge of personal financial planning products
  • Proficiency with bank computer applications

Nice-to-have

  • Organizational and personal computer skills
  • Ability to coordinate client meetings
  • Collaborative work culture fit

Key Requirements

  • 1-3 years related client servicing experience
  • Knowledge of trust system and Focus applications
  • Strong organizational skills for meeting preparation

Work Rights

Not specified

Tailored Resume

Cover Letter