Relationship Advisor

Northern Trust seeks a Relationship Advisor to manage a portfolio of wealth management clients, providing holistic advice and guidance on financial planning, investments, and estate matters. This role involves understanding client needs, explaining complex financial concepts, and collaborating with internal resources to enhance client relationships and identify new business opportunities.

• Manage assigned wealth management client accounts
• Develop and implement client-specific wealth management strategies
• Provide proactive advice on financial planning, investments, and estate matters
• Explain complex financial concepts to clients
• Cultivate relationships with referral sources and centers of influence
• Mentor less experienced partners

• No visa sponsorship is available.