Associate Financial Advisor
Northern Trust · Newport Beach, California, 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. This is a strategic sales development role within Northern Trust Securities, Inc (NTSI). In partnership with a Senior Financial Advisor, this motivated and client-focused individual will work to help increase client outreach, development, and revenue. Participating in both administrative and sales aspects of a portfolio conservations. This role also presents an opportunity to work independently to support the needs of the Advisor’s brokerage and advisory clients. Formulate research and recommendations to proactively engage in client conversations. The study and mastery knowledge of the eMoney Financial Planning too...