Sr. Wealth Strategist

Northern Trust is a globally recognized financial institution that provides innovative financial services and guidance to individuals, families, and institutions. The Sr. Wealth Strategist will sell trust products and services to complex or sensitive clients, utilizing knowledge of federal, state, and local laws and regulations to ensure compliance.

Requirements

• 10 years of trust sales or trust relationship management experience
• Knowledge of fiduciary products and services, including fee structures and documentation
• Knowledge of federal, state, and local laws and regulations that apply to personal fiduciary, and estate and tax planning services
• Analytical and sales skills to relate individual customer asset situations to specific products
• Interactive skills to comprehend prospect needs and respond with the appropriate solutions

Benefits

• 401k Matching
• Retirement Plan
• 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