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Regional Portfolio Advisor
Northern Trust
onsiteUSD 189,290 - 331,200 / year
Los Angeles, CA Posted Sep 22, 2026
About this role
Regional Portfolio Advisor
Major Duties:
- Advises and/or coordinates investment activities across a client base of complex high net worth personal clients and families.
- Manages accounts that require complex decision making or special handling due to the nature of the relationship size, type of assets managed, sensitive client issues, and/or shared authority with outside attorneys/consultants.
- Maintain consultative relationship providing advice on entire portfolio program, including assets where Northern Trust does not have investment discretion.
- Utilize all available tools and resources to gain deep knowledge of entire investment universe, including alternative asset classes, in order to provide advice on full spectrum of investment strategies.
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