Sr. Wealth Strategist
Northern TrustPortland, Oregon, United States
Posted March 25, 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
Northern Trust is seeking a Sr. Wealth Strategist to cultivate new relationships with ultra high net worth individuals, families, and businesses, and to develop new business opportunities in the wealth management space. The successful candidate will have a strong background in sales and relationship management, with a proven track record of closing new business and managing existing relationships.
Requirements
- 10+ years of sales and relationship management experience, preferably working with wealth management clients
- Series 7 and 63 licenses are required
- Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Tuition Reimbursement