Associate Wealth Advisor

Northern Trust • New York, NY

1d • Hybrid

About The Position

Northern Trust, a Fortune 500 company, is a globally recognized financial institution that has been in continuous operation since 1889. It provides innovative financial services and guidance to successful individuals, families, and institutions, adhering to principles of service, expertise, and integrity. With over 130 years of financial experience and more than 22,000 partners, Northern Trust serves sophisticated clients using leading technology and exceptional service. As an Associate Wealth Advisor on the Wealth Management team, the role involves supporting complex client relationships by partnering closely with Lead Relationship Managers and internal service teams to deliver comprehensive wealth planning solutions. This position is responsible for client data analysis, wealth plan support, research, and the preparation of materials that enable effective client servicing and strategic decision-making for high-income, high-net-worth, and ultra-high-net-worth individuals and families.

Requirements

• 3–5 years of experience in financial or wealth planning, analysis, or related roles supporting high‑income or high‑net‑worth individuals and families.
• Knowledge of financial services, financial markets, and financial planning concepts.
• Strong analytical, organizational, and communication skills.
• Ability to work independently and manage complex responsibilities with sound judgment.

Nice To Haves

• Progress toward or attainment of professional designations such as CFP®, MBA, or similar advanced credentials.
• Demonstrated technical depth in an area of expertise with broader awareness of related disciplines.

Responsibilities

• Collect, organize, and maintain comprehensive client personal and financial profile data.
• Analyze and synthesize client information to support the development of customized wealth plans, including wealth management, wealth transfer, and tax‑efficient strategies.
• Conduct fundamental research on wealth planning solutions, products, and strategies to support client objectives.
• Prepare fee analyses for Northern Trust and third‑party products and services.
• Develop presentations and supporting materials for client meetings and reviews.
• Partner with Lead Relationship Managers to support day‑to‑day client servicing activities and issue resolution.
• Coordinate with internal service teams to determine service requirements, support transaction processing, and ensure timely execution of client requests.
• Communicate effectively with internal partners, external advisors, and other stakeholders to obtain and deliver wealth planning information.
• Deliver accurate, high‑quality work products that require minimal revision and reflect strong technical proficiency.
• Support client meetings, discussions, and ongoing relationship management activities.
• Facilitate discussions, contribute to decision‑making, and serve as a subject matter expert within area of expertise.
• Act as a mentor and technical resource to junior team members; may oversee daily operational activities without formal people‑management responsibility.
• Participate in interactions with committees and/or senior management as needed.
• Maintain working knowledge of systems, tools, and applications critical to wealth planning and client service delivery.

Benefits

• retirement benefits (401k and pension)
• health and welfare benefits (medical, dental, vision, spending accounts and disability)
• paid time off
• parental and caregiver leave
• life & accident insurance
• other voluntary and well-being benefits
• discretionary bonus program that may include an equity component

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees