Northern Trust

Account Manager, Wealth Management Advisory

Northern Trust

Sarasota, FL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a driven and client-focused individual with a passion for providing exceptional financial advice? Look no further! Northern Trust is seeking a dynamic Account Manager to join our Wealth Management Advisory team. In this role, you will have the opportunity to utilize your expertise and build lasting relationships with high net worth individuals and families. As an integral member of our team, you will play a critical role in helping clients achieve their financial goals. If you are a self-starter with strong communication skills and a deep understanding of wealth management, we want to hear from you!

  1. Provide exceptional financial advice to high net worth individuals and families.
  2. Build and maintain strong relationships with clients.
  3. Serve as the primary point of contact for clients and manage all aspects of their wealth management needs.
  4. Develop and implement customized financial strategies for clients based on their specific goals and risk tolerance.
  5. Stay up-to-date on market trends and changes in the financial industry to provide informed advice to clients.
  6. Collaborate with other members of the wealth management team, including investment advisors and analysts, to deliver comprehensive solutions to clients.
  7. Proactively identify potential opportunities for clients and make recommendations to optimize their financial portfolios.
  8. Ensure compliance with all applicable regulations and internal policies.
  9. Act as a brand ambassador for Northern Trust and promote our services to prospective clients.
  10. Continuously strive to exceed client expectations and contribute to the overall success of the Wealth Management Advisory team.
Where is this job?
This job is located at Sarasota, FL, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business, Or A Related Field.

  • Excellent Communication And Interpersonal Skills To Build And Maintain Client Relationships.

  • Minimum Of 3 Years Experience In Wealth Management Or Financial Advisory Services.

  • Strong Knowledge Of Investment Products, Financial Markets, And Industry Regulations.

  • Proven Track Record Of Meeting Sales Targets And Driving Revenue Growth.

Required Skills
  • Financial Planning

  • Portfolio Management

  • Risk assessment

  • Market analysis

  • wealth management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Client Relationship

  • Investment Strategies

  • Wealth Preservation

  • Tax Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • flexibility

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Account Manager, Wealth Management Advisory in Sarasota, FL, USA is between $55,000 and $80,000 per year. This may vary based on factors such as experience, education, and specific job responsibilities.

Additional Information
Northern Trust is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 2nd, 2025
Apply BeforeJune 21st, 2025
This job posting is from a verified source. 

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About Northern Trust

Northern Trust Corporation is a financial services company that caters to corporations, institutional investors, and ultra high net worth individuals. It is one of the largest banks in the United States and one of the oldest banks in continuous operation.

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