Regional Wealth Advisor, Family Office Solutions

Job title: Regional Wealth Advisor, Family Office Solutions

About the Role The Regional Wealth Advisor for the Family Office Solutions team acts as a technical expert in complex individual and family client relationships for ultra-high net worth clients ($100 million and above). The role collaborates with local teams, clients' professional advisors, and other Northern Trust professionals to deliver integrated wealth management services, developing a comprehensive personal and financial wealth profile, identifying wealth-related goals, and designing wealth plans with an emphasis on wealth plan solutions and modeling.

What You'll Do

• Develop a comprehensive personal and financial wealth profile on the client and the client’s family including identification of wealth related life goals in collaboration with local teams and advisors.
• Design a wealth plan integrating wealth management, wealth transfer and tax efficiency goals in collaboration with the client’s professional advisors and other Northern Trust partners.
• Work with local teams including Investment, Trust and Banking Advisors, and others to implement the wealth plan.
• Provide periodic review and revision of wealth plan upon material changes in client circumstances.
• Actively assist in the sales process and identify opportunities to expand client relationships through new products/services.
• Serve as a mentor to Wealth Advisors and Wealth Advisor Associates.
• Contribute to development and implementation of Northern Trust wealth planning resources, solutions and products.
• Engage in cultivation of professional advisor relationships, including attendance at professional conferences and networks.

What We're Looking For

• Expert knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services usually acquired through extensive work-related experience with ultra-high net worth clients (net worth of $100 million and above) in financial services, law or consulting.
• Ideally has knowledge of wealth management services, products and solutions.
• Broad based technical and analytical skills in wealth planning, wealth transfer, tax, philanthropy, cross-border, fiduciary practice, asset location and preservation and related disciplines.
• Strong interpersonal skills and proactive consultative orientation.
• Minimum of 10+ years or more of wealth planning experience working with high-net-worth individuals and families in a comprehensive capacity.
• Advanced educational and professional designations including JD, CFP, MBA or similar evidence of advanced learning and professional consulting qualification. JD strongly preferred.
• Work Authorization: Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).