Financial Advisor
About this role
Job title: Financial Advisor
About the Role The Northern Trust Financial Advisor helps clients achieve their financial goals by advising on a broad range of investment solutions within Wealth Management. The role emphasizes providing best-in-class execution and investment guidance while collaborating with clients and partners in a team-driven environment. Investment strategies include stocks, bonds, mutual funds, unit investment trusts, option strategies, 10b5-1s, structured notes, and fee-based solutions.
What You'll Do
- Consult with clients to identify goals, objectives, and appetite for risk.
- Develop and present solutions and strategies aimed at achieving clients' goals.
- Work in a team to identify and develop specific clients and prospects compatible with Northern Trust.
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