Northern Trust
Financial Services
FinancialAdvisor
“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
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