Regional Wealth Advisor, Family Office Solutions

Responsibilities

• Develop comprehensive personal and financial wealth profiles for ultra-high net worth clients and their families.
• Design sophisticated wealth plans integrating wealth management, wealth transfer, and tax efficiency goals.
• Collaborate with local Investment, Trust, and Banking Advisors to support the implementation of client wealth plans.
• Provide periodic reviews and revisions of wealth plans in response to material changes in client circumstances.
• Assist in the sales process and identify opportunities to expand client relationships through new products and services.
• Serve as a mentor to Wealth Advisors and Wealth Advisor Associates.
• Cultivate professional advisor relationships through networking and participation in professional conferences.

Requirements

• 10+ years of wealth planning experience working with high-net-worth individuals and families.
• Proven expertise in wealth transfer planning, taxation, and estate planning solutions.
• Extensive experience working with ultra-high net worth (UHNW) clients with assets of $100 million and above.
• Advanced educational or professional designation such as JD, CFP, or MBA.
• Strong technical and analytical skills in areas including philanthropy, cross-border planning, and fiduciary practice.

About the Company

Northern Trust is a Fortune 500 company and a globally recognized financial institution that has been in continuous operation since 1889. We provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions through our enduring principles of service, expertise, and integrity.