Goals Driven Wealth Management Specialist
Qualifications:
Candidates should have 4 or more years of work in the financial services industry. Graduate degrees in business, law or related fields are considered and valued as well. Knowledge of investments and asset allocation planning (including risk management), financial cash flow and retirement planning, or tax and estate planning, usually acquired through elated work experience is preferred. Designations like CFP, CPWA, CFA or equivalent desired. Effective communicator and collaborative profession. Must be technically proficient and tech savy as well as have strong presentation skills.
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With more than 130 years of financial experience and over 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
We’d love to learn more about how your interests and experience could be a fit with one of America’s best banks and most sustainable companies! Build your career with us and apply today.