Wealth Strategist-Client Development Sales Executive
Qualifications:
- Candidates should have 10 or more years of sales and relationship management experience.
- Candidates should have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
- This position requires Series 7 and 63 licenses.
- Professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.
- Analytical and sales skills are required to relate individual client asset situations to specific capabilities and services.
Interactive skills are required to comprehend prospects’ needs and respond with the appropriate solutions.
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.