Senior Portfolio Advisor, Wealth Management
Northern TrustGrand Rapids, Michigan, United States
Posted May 13, 2026
Full Time
About the Company
Northern Trust is a globally recognized, award-winning financial institution that provides innovative financial services and guidance to the world's most successful individuals, families, and institutions.
Job Description
Senior Portfolio Advisor, Wealth Management, manages investment activities for large and sensitive personal trust relationships and individual investors with complex investment needs. Responsible for growing the market by generating new business and hitting sales targets.
Requirements
- 12+ years of investment management experience
- Mastery of investment strategies, tools, and capabilities
- Ability to communicate with clients, co-trustees, consultants, and outside attorneys
- Strong decision-making, sales, and negotiating skills
Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401k Matching
- Retirement Plan
- Generous Paid Time Off
- Life Insurance
- Disability Insurance