Sr Portfolio Advisor
Northern TrustCalifornia, United States
Posted April 3, 2026
189290 - 331200 USD
Full Time
About the Company
Northern Trust is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Job Description
Northern Trust is seeking a Sr Portfolio Advisor to manage investment activities for high net worth personal trusts and individual investment portfolios. The successful candidate will develop, recommend, and direct investment strategies to achieve client objectives and maintain an integral presence within the client facing team.
Requirements
- 8-12 years of investment experience
- Knowledge of investment and portfolio management theory, accounting and financial principles
- Decision making, sales, and negotiating skills
- Specialized depth and/or breadth of expertise in investment and portfolio management
Benefits
- 401k and pension
- Health and welfare benefits (medical, dental, vision, spending accounts and disability)
- Paid time off
- Parental and caregiver leave
- Life & accident insurance
- Other voluntary and well-being benefits