Associate Portfolio Advisor

Northern Trust•Sarasota, FL

2d•Onsite

About The Position

We are seeking a highly motivated investment professional to join our Family Office Solutions team as an Associate Portfolio Advisor. This role offers a unique opportunity to work directly with ultra-high-net-worth (UHNW) individuals and families, supporting the management of complex, multi-asset class portfolios. As part of a collaborative team overseeing approximately $3 billion in client assets, you will play a key role in portfolio management, implementation, and client service. This position is designed for an early- to mid-career professional seeking meaningful responsibility, accelerated development, and the opportunity to contribute directly to sophisticated client portfolios. This role is well-suited for candidates with a strong investment foundation who are ready to take the next step toward deeper portfolio ownership and client-facing responsibility in a high-performing team environment.

Requirements

2–5+ years of relevant investment experience
Strong understanding of portfolio construction and financial markets
Strong analytical and communication skills
Team-oriented with attention to detail

Nice To Haves

Progress toward CFA/CFP preferred

Responsibilities

Support ongoing management including asset allocation implementation, rebalancing, and trade execution
Monitor portfolios for alignment with client objectives and risk parameters
Assist in implementation of traditional and alternative investments
Prepare client-ready reporting, performance analysis, and asset allocation reviews
Support investment recommendations and translate data into insights
Participate in client meetings and provide portfolio insights
Take on primary responsibility for select client relationships
Collaborate across investment, advisory, and planning teams
Adhere to investment guidelines and support risk management processes