Sr. Wealth Strategist

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. Sells trust products and services to individuals characterized by complex or sensitive financial situations. Seeks prospects, presents products and services in calling presentations, and follows through to complete sale. Maintains ongoing contact with clients and promotes relationship enhancement opportunities through relationship managers. Utilizes an understanding of federal, state, and local laws and regulations to ensure that financial planning activities are in compliance. 1. Sells bank products and services to individuals focusing on trust and investment management products.2. Utilizes business and personal c...