Northern Trust
Financial Services
FinancialAdvisor
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Financial Advisor at Northern Trust. Skills: Securities industry, Sales experience, Investment strategies, Client service. Consult with clients to identify goals. Provide solutions and strategies”
What You'll Achieve.
Accomplishing clients’ goals; Maximize their sales efforts; Set personal sales goals
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.
Consult with clients to identify goals
Provide solutions and strategies
Identify and develop specific clients
Inform and educate clients
Develop and implement investment strategies
Maximize sales efforts
Document client notes into Salesforce
Make strategy decisions
Participate in ongoing training
Set personal sales goals
Develop business plan
Provide highest level client service
Operate with in-depth knowledge
Provide comprehensive consulting
Provide leadership to team
Conduct preliminary analysis
Interact with committees
Interact with management
How You'll Work.
Team & Collaboration
Work in team environment; Collaborates with NTSI traders; Participates in team conversations; Team members informed; Leadership to team; Partners at high technical level
Communication Scope
Group presentation skills
Full 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. **_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. **Responsibilities:** * Consults with clients to identify their goals, objectives and appetite for risk. This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients’ goals * Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern target profiles * Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions * Collaborates and understands working with NTSI traders to ensure excellence in execution * Participates in team conversations to help develop and implement best in class investment strategies and solutions that will to maximize their sales efforts * Thorough documentation of client not
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