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) who desire a sophisticated, multi-disciplinary wealth plan.
Requirements
- Development of a comprehensive personal and financial wealth profile on the client and the client’s family including identification of wealth related life goals
- Design, in collaboration with the client’s professional advisors and other Northern Trust partners, a wealth plan integrating wealth management, wealth transfer and tax efficiency goals
- Work in close collaboration with the local teams, including the Investment, Trust and Banking Advisors, and other Northern Trust professionals in supporting the implementation of the client’s wealth plan
- Provide periodic review and revision of client’s wealth plan upon request in event of material changes of client circumstances
- Active assistance in the sales process and identification of opportunities to expand client relationships through the introduction of new products and services
- Serve as a mentor to Wealth Advisors and Wealth Advisor Associates
- Contribute to the development and implementation of Northern Trust wealth planning resources, solutions and products
- Actively engage in cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks
Benefits
- Retirement benefits (401k and pension)
- Health and welfare benefits (medical, dental, vision, spending accounts and disability)
- Paid time off
- Parental and caregiver leave
- Life & accident insurance
- Other voluntary and well-being benefits
