Northern Trust
Financial Services
FinancialAdvisor
“Financial Advisor at Northern Trust. Skills: Sales, Investment advice. Advise on investment solutions. Provide execution and investment advice”
Industry & Context.
Some travel may be required
What They're Looking For.
Must Have
5+ years securities industry experience, 5+ years sales experience, Series 7 license, Series 66 license, Series 63 license, Series 65 license
Nice to Have
Options expertise preferred, CFP designation preferred
What You'll Do.
Advise on investment solutions
Provide execution and investment advice
Help clients accomplish financial goals
Consult with clients to identify goals
Identify client risk appetite
Provide solutions and strategies
Identify and develop clients
Develop specific clients
Develop specific prospects
Inform clients on strategies
Educate clients on strategies
Inform partners on strategies
Educate partners on strategies
How You'll Work.
Team & Collaboration
Work in a team environment
Communication Scope
Group presentation skills
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