Regional Wealth Advisor/Naples, Tampa, Sarasota

Northern Trust Florida , PR 00650

Posted 1 week ago

Job Summary:

Act as a regional technical expert in complex individual and family client relationships for ultra-high net worth clients who desire a sophisticated, multi-disciplinary wealth plan. Regional resources responsible for working with local teams in the development of a comprehensive personal and financial wealth profile, ascertaining wealth related goals, and the design of the wealth plan, with an emphasis on wealth plan solutions and modeling. Knowledgeable in the full capabilities of Northern Trust. Collaborate with the client's professional advisors and other Northern Trust professionals in the delivery of integrated wealth management services.
1.Development of a comprehensive personal and financial wealth profile on the client and the client's family including identification of wealth related life goals in collaboration with the Lead Relationship Manager and other client service team partners.
2.Design, in collaboration with the client's professional advisors and Northern Trust partners, a wealth plan integrating wealth management, wealth transfer and tax efficiency goals.
3.Work in close collaboration with the local teams, including the Portfolio Manager, Wealth Advisor, Trust Advisor, Banker, and other Northern Trust professionals in supporting the implementation of the client's wealth plan.
4.Provide periodic review and revision of client's wealth plan upon request in event of material changes of client circumstances.
5.Active assistance in the sales process and identification of opportunities to expand client relationships through the introduction of new products and services.
6.Serve as a mentor to other Wealth Advisor job family partners.
7.Contribute to the development and implementation of Northern Trust wealth planning resources, solutions and products.
8.Actively engage in cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.
9.Operates independently; has in-depth knowledge of business unit / function
10.As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
11.Carries out activities that are large in scope, cross-functional and technically difficult
12.Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities
13.Conducts preliminary analysis
14.Responsible for direct interaction with different committees and/or management
15.Strategic in developing, implementing and administering programs within functional areas

Qualifications:

Candidates should have 10 years or more of wealth planning experience working with ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired. Expert knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services usually acquired through extensive work related experience with ultra-high net worth clients in financial services, law or consulting.

Broad based technical and analytical skills in wealth planning, wealth transfer, tax, philanthropy, fiduciary practice, asset location and preservation and related disciplines. Strong interpersonal skills and proactive consultative orientation.

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,100 employees globally. We serve the world's most-sophisticated clients from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.

As of June 30, 2018, Northern Trust Corporation had:

$135 billion in banking assets

$8.1 trillion in assets under custody

$10.7 trillion in assets under custody/administration

$1.1 trillion in assets under management



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Regional Wealth Advisor/Naples, Tampa, Sarasota

Northern Trust