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Associate Portfolio Advisor
Northern Trust
onsiteUSD 114,540 - 194,580 / year
San Diego, CA Posted Sep 1, 2026
About this role
Associate Portfolio Advisor
The key responsibilities of the role include:
- Manages investment activities for a growing set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios typically mid- range in size and complexity within their market with some managerial input.
- Assists in development and recommendations of designed to achieve investment objectives for specific individual clients.
- Works with Investment Advisors to understand the overall investment strategy and may provide input for revisions as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
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