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.
- Utilize broad knowledge of investment markets and terminology to inform clients and partners on strategies.
- Balance high-level operational execution with development and execution of strategic directions for business function activities.
What We're Looking For
- 5+ years of securities industry and sales experience.
- Broad knowledge of all securities products; options expertise preferred.
- Required securities licenses: Series 7 and 66 (or 63/65).
- CFP designation preferred.
- Strong sales, communication, and group presentation skills.
- Individual must be goal-driven and self-motivated.
- Some travel may be required.
- Experience with Salesforce.