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Years of Experience
Date Last Verified
Wealth Advisor Duties: Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances. Collaborate with Lead Relationship Manager and other client service team members to integrate client service delivery. Contribute to thought leadership in wealth planning and mentoring of other partners. Engage with the professional advisor community to advance Northern Trusts brand and reputation. Work directly with clients to develop an advisory relationship and gather information related to clients financial circumstances and goals. Analyze overall personal financial condition including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management and budgets. Determine client financial objectives, risk tolerance and capital requirements. Counsel and advise clients on general financial forecasts and trends. Develop a sophisticated goals-based wealth plan to bring clients financial situation in line with their objectives and consult with client and other advisors (specialists) on a course of action. Facilitate implementation of sophisticated wealth plans based on the direction given by the client. Interact with client?s other advisors and other Northern Trust service partners in the delivery of coordinated financial and wealth planning services. Review account relationships and communicate with relationship managers to identify opportunities for cross-selling bank products and services. Actively assist in the sales process and the identification of opportunities to expand client relationships. Handle billing for client service hours and maintains individual productivity and contribution records. Contribute to the development and monitoring of best practices in the delivery of financial planning services. Prepare and deliver presentations relating to the ongoing maintenance of client relationships. Develop marketing materials and plans and deliver marketing presentations. Serve as a mentor to Associate Wealth Advisors. Contribute to Northern Trust wealth planning thought leadership, including marketing resources. Actively engage in the cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks. Operates independently; has in-depth knowledge of business unit / function . As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level. Carries out activities that are large in scope, cross-functional and technically difficult. Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities. Conducts preliminary analysis. Responsible for direct interaction with different committees and/or management. Strategic in developing, implementing and administering programs within functional areas.
Qualification and Experience
Qualifications: CFP designation or equivalent desired. Advanced educational and professional designations and evidence of advanced learning and professional qualification including MBA, CPA, JD Degree, CFA, and/or CIMA desired. 7-10 years in one or more of the stated fields with some consulting experience desired. Knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning and cash flow planning usually acquired through extensive related work experience. Effective communicator and collaborative professional.
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