Northern Trust
Financial Services
AssociateFinancialAdvisor
“Associate Financial Advisor at Northern Trust. Skills: Financial advisory, Sales, Client relationships. Consult with clients to identify goals. Provide solutions and strategies”
What You'll Achieve.
Accomplish clients’ goals
Industry & Context.
Some travel may be required
What They're Looking For.
Must Have
Minimum 5+ years securities industry, Minimum 5+ years sales experience, Required Securities license: Series 7, Required Securities license: Series 66, Required Securities license: Series 63, Required Securities license: Series 65
Nice to Have
Options expertise preferred, Professional designation preferred (CFP)
What You'll Do.
Consult with clients to identify goals
Provide solutions and strategies
Identify and develop specific clients
Develop specific prospects
Inform clients around strategies
Educate clients around strategies
Inform partners around strategies
Educate partners around strategies
Collaborate with NTSI traders
Ensure excellence in execution
Develop investment strategies
Implement investment strategies
Maximize sales efforts
Document client notes
Document client interaction
Make strategy decisions
Participate in training
Participate in meetings
Set personal sales goals
Develop business plan
Provide client service
Operate business unit knowledge
Provide consulting to team
Provide consulting to partners
Provide leadership to team
Provide leadership to partners
Conduct preliminary analysis
Interact with committees
Interact with management
How You'll Work.
Team & Collaboration
Team environment; Advisory team
Communication Scope
Sales presentation skills; Group presentation skills
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