Northern Trust

Senior Wealth Advisor

Northern Trust • $100K — $150K *
Atlanta, GA 30349In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 7-10 years of experience in comprehensive wealth planning for high and ultra-high net worth clients.
  • Strong knowledge in wealth transfer, taxation, estate planning, and wealth management products.
  • Advanced educational credentials (e.g., CFP, JD, MBA) preferred.
  • Proven consulting and analytical skills, particularly in complex financial matters.
  • Excellent interpersonal and mentoring abilities for teamwork and client relationships.

Responsibilities

  • Develop comprehensive wealth profiles and identify clients' wealth-related goals.
  • Design and implement integrated wealth plans focused on management, transfer, and tax efficiency.
  • Collaborate with specialists to construct wealth plans for ultra-high net worth clients.
  • Monitor and update wealth plans based on client goals and regulatory changes.
  • Apply technical expertise to create tailored solutions for client needs.
  • Assist in business development and client relationship expansion through product and service introductions.
  • Act as a mentor and subject matter expert to junior advisors and internal teams.

Benefits

  • Opportunity for professional development and certification support.
  • Access to a collaborative and innovative team environment.
  • Involvement in high-impact financial planning initiatives.
  • Exposure to a diverse clientele and complex financial scenarios.
Full Job Description
Overview

Act as a trusted advisor and technical expert in complex individual and family client relationships for high and ultra-high net worth clients who require sophisticated, multi-disciplinary wealth planning. This role is responsible for the development of a comprehensive personal and financial wealth profile, identification of wealth-related goals, and the design and implementation of integrated wealth plans. The role combines deep technical expertise with collaborative delivery of Northern Trust's full wealth management capabilities.

What You'll Do
Client & Wealth Planning Advisory
  • Develop a comprehensive personal and financial wealth profile for clients and their families, including identification of wealth-related life goals, in collaboration with the Lead Relationship Manager, if applicable.
  • Design and implement wealth plans integrating wealth management, wealth transfer, and tax efficiency objectives in collaboration with client professional advisors and Northern Trust partners.
  • Collaborate with the Regional Wealth Advisor in the design and modeling of wealth plans for ultra-high net worth clients, where a Regional Wealth Advisor is engaged.
  • Work closely with the Portfolio Manager, Regional Wealth Advisor, Trust Advisor, Banker, and other Northern Trust professionals to implement client wealth plans.
  • Monitor, review, and periodically update client wealth plans to reflect changes in goals, circumstances, and regulatory or tax environments.
  • Apply advanced technical and analytical expertise to deliver customized, advice-driven solutions aligned with client objectives.
Business Development & Relationship Expansion
  • Actively assist in the sales process and identify opportunities to expand client relationships through the introduction of Northern Trust products and services.
  • Maintain a deep understanding of Northern Trust capabilities and partner across the organization to deliver integrated wealth management solutions.
  • Actively engage in the cultivation of professional advisor relationships, including attendance and participation in professional conferences and advisor networks.
Leadership & Subject Matter Expertise
  • Serve as a mentor to Associate Wealth Advisors and Wealth Advisors.
  • Operate independently with in-depth knowledge of the business unit and function.
  • Provide comprehensive, high-level consulting and leadership as a subject matter expert to teams and partners.
  • Carry out activities that are large in scope, cross-functional, and technically complex.
  • Balance high-level operational execution with development and execution of strategic direction for business function activities.
  • Conduct preliminary analyses and provide technical guidance for complex planning matters.
  • Interact directly with committees and/or management as required.
  • Strategically develop, implement, and administer programs within functional areas.


What Will Make You Successful in the Role
  • Strong consultative orientation supported by advanced technical expertise in wealth planning and related disciplines.
  • Ability to manage complex, cross-functional initiatives while delivering high-quality client outcomes.
  • Proven leadership, mentoring, and collaboration skills across multi-disciplinary teams.


Knowledge

Strong knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services, typically acquired through extensive experience working with high and ultra-high net worth individuals and families in financial services, law, or consulting. Broad-based technical and analytical expertise in wealth planning, wealth transfer, tax, philanthropy, fiduciary practice, asset location and preservation, and related disciplines. Strong interpersonal skills and proactive consultative approach.

Experience

7-10 years of comprehensive wealth planning experience working with high and ultra-high net worth individuals and families. Advanced educational and professional designations such as CFP, JD, MBA, or similar evidence of advanced learning and professional consulting qualifications are desired.

About Northern Trust

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, and fiduciary and banking solutions to corporations, institutions, and affluent individuals. They have evolved with the changing needs of their clients and their world.

Northern Trust Careers

Joining Northern Trust means becoming part of a global financial services institution that is dedicated to providing expert guidance and innovative solutions to its clients. At Northern Trust, we pride ourselves on fostering a culture of leadership, diversity, and innovation, which makes us a premier destination for career growth in the financial industry.

Work You’ll Do

At Northern Trust, you will collaborate with some of the most talented professionals in the financial sector. Our team is committed to excellence and equipped with a diverse range of skills that contribute to our dynamic environment. Here, you will have the opportunity to lead projects that transform our services and drive significant value for our clients across the globe.

Explore Job Opportunities and Internships

Whether you are starting your career or looking to make a significant impact in the financial industry, Northern Trust offers a variety of job opportunities and internships that will help you achieve your professional goals. From entry-level positions to leadership roles, our company is actively hiring individuals who are passionate, curious, and driven to excel.

Innovative Work

Northern Trust is at the forefront of financial innovation. Our employees are encouraged to think creatively and leverage cutting-edge technologies to solve complex problems. By joining our team, you will work on pioneering solutions that redefine the standards of financial services.

Be Part of a Great Team

Our team at Northern Trust is more than just a group of employees – we are a community. We value collaboration, and our culture is built on mutual respect and a commitment to diversity and inclusion. Working with us, you will experience a supportive network that is passionate about sharing knowledge and ideas.

Future-Proof Your Career

Northern Trust is dedicated to your professional development. We offer comprehensive benefits, diversity training, and numerous resources to help you grow your career. With our support, you can expand your skills, gain valuable experience, and achieve professional certifications that will enhance your career trajectory.

Stay Connected

Join Our Team

Discover the perfect role for you at Northern Trust by exploring our current job openings that match your skills and interests. We are looking for professionals who are solution-driven and eager to contribute to our legacy of financial excellence.

Keep Up to Date

Stay informed with the latest career tips, industry insights, and professional growth opportunities—all available through our careers blog. At Northern Trust, we ensure that our team members are always ahead in the industry.

Job Alert Emails

Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. At Northern Trust, exciting and rewarding opportunities are always on the horizon, and we are eager to see where your talents can take us. Join Northern Trust today and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Here, every position is a chance to contribute to something bigger and to turn your job into a meaningful career.
Learn more about Northern Trust
Size
21,100 employees
Market Cap
$18.1 billion
Industry
Finance & Insurance
Net Income
$1.2 billion
Founded
1889
5 Year Trend
+4.9%
Revenue
$6.1 billion
NASDAQ
NTRS
* Ladders Estimates

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