Associate Wealth Advisor
Northern Trust · New York City, New York, US
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operat...
Job description
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Associate Wealth Advisor, Wealth Management: As an Associate Wealth Advisor on the Wealth Management team, you support complex client relationships by partnering closely with Lead Relationship Managers and internal service teams to deliver comprehensive wealth planning solutions. This role is responsible for client data analysis, wealth plan support, research, and preparation of materials that enable effective client servicing and strategic decision‑making for high‑income, high‑net‑worth, and ultra‑high‑net‑worth individuals and families. Key Responsibilities: Client & Wealth Planning Support: Collect, organize, an...