Financial Advisor

Northern Trust • Las Vegas, NV

1d • Hybrid

About The Position

The main focus of the Northern Trust Financial Advisor is to advise on a variety of investment solutions, as part of an overall Wealth Management process. The advisor will work to provide best in class execution and investment advice that is intended to help clients accomplish their financial goals and objectives. Investment strategies include, but are not limited to, stocks, bonds, mutual funds, unit investment trusts, option strategies, 10b5-1s, structured notes, and fee-based solutions. The Northern Trust Financial Advisor 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 target. Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern Trust. Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners on specific strategies, particularly concentrated around positions. Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities.

Requirements

• 5+ years of securities industry and sales experience.
• Broad based knowledge of all securities products.
• Required Securities license: Series 7, 66 (or 63/65)
• Strong sales, communication, and group presentation skills.
• Individual must be goal driven and self-motivated.
• Experience with Salesforce

Nice To Haves

• Options expertise preferred.
• Professional designation preferred (CFP).

Responsibilities

• Consults with clients to identify their goals, objectives and appetite for risk.
• Provides solutions and strategies aimed towards accomplishing clients’ goals target.
• Works in a team environment to identify and develop specific clients and prospects that are compatible with Northern Trust.
• Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners on specific strategies, particularly concentrated around positions.
• Balances high level operational execution and development with execution of strategic direction of business function activities.

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: Senior
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees