Wealth Strategist Sales Assoc

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized award‑winning financial institution that has operated continuously since 1889. Northern Trust provides innovative financial services and guidance to the world’s most successful individuals, families, and institutions while maintaining enduring principles of service, expertise, and integrity.
Major Duties

Respond to personal financial planning client inquiries for account information or initiate requested transactions; follow up via telephone or written correspondence.
Research and prepare materials (e.g., estate agreements, marketing updates) for client meetings and presentations.
Set up files on new account documentation for existing clients or new business prospects.
Arrange client meetings, including travel, audio‑visual aids, and lunch/dinner reservations.
Utilize the computer to compile reports for client meetings and presentations.
Submit account documents to the legal area and external attorneys to obtain missing information, correct documents, clarify information, and resolve problem situations.
Perform special projects that require responding to specific account inquiries and issues, such as coordinating reports and preparing account analysis and workflow reports.
Communicate with partner areas on all aspects of a client relationship and initiate activities that fulfill a partner’s or client’s needs.
Attend meetings and classes to remain up‑to‑date on personal financial planning products and services.
Knowledge

Knowledge of personal financial planning products and services, typically acquired through on‑the‑job training, is required to perform client inquiries.
Knowledge of a variety of bank computer applications (E‑Mail, trust system, Focus), usually acquired through on‑the‑job training, is required to compile reports.
Organizational and computer skills are necessary to prepare materials for client meetings and presentations.
Experience

1–3 years of related client servicing experience.
Salary

Salary Range: $60,720 – $91,080 USD.
Benefits

Retirement benefits (401(k) and pension).
Health and welfare benefits (medical, dental, vision, spending accounts, and disability).
Paid time off, parental and caregiver leave.
Life and accident insurance.
Other voluntary and well‑being benefits.
Discretionary bonus program that may include an equity component.
Equal Employment Opportunity

The Northern Trust Company affords equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status, or any other legally protected status.

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