Sr. Portfolio Advisor II

Are you a highly skilled and experienced financial professional looking for a new opportunity to make a meaningful impact? Do you have a passion for providing exceptional investment strategies and solutions to high net worth individuals and families? If so, Northern Trust is seeking a Sr. Portfolio Advisor II to join our esteemed team. As a leading global asset management firm, we are dedicated to delivering unparalleled service and expertise to our clients. This role offers the opportunity to work with a diverse range of clients, utilizing your strategic thinking and analytical skills to create customized portfolios that align with their goals and objectives. We are seeking a candidate with a strong background in wealth management, exceptional communication skills, and the drive to constantly exceed expectations. Join us in our mission to help our clients achieve their financial aspirations and grow your career with us.

1. Develop and implement investment strategies and solutions for high net worth individuals and families.
2. Conduct thorough analysis and evaluation of client portfolios to identify opportunities for growth and risk management.
3. Act as a trusted advisor to clients, providing expert guidance and recommendations on their financial goals and objectives.
4. Collaborate with internal teams to deliver exceptional service and solutions to clients.
5. Utilize strategic thinking and analytical skills to create customized portfolios that align with client needs and preferences.
6. Stay up-to-date on market trends and industry developments to continuously enhance investment strategies.
7. Build and maintain strong relationships with clients, ensuring their satisfaction with services provided.
8. Act as a mentor and resource for junior team members, providing guidance and support in their professional development.
9. Meet and exceed performance and revenue targets set by the company.
10. Maintain strict adherence to regulatory guidelines and compliance standards.
11. Continuously seek opportunities to improve processes and procedures to enhance overall client experience.
12. Represent the company in a professional and ethical manner at all times.
13. Keep confidential client information secure and ensure data privacy.
14. Communicate effectively with both internal and external stakeholders, including clients, colleagues, and industry professionals.
15. Fulfill other duties and responsibilities as assigned by senior management.

According to JobzMall, the average salary range for a Sr. Portfolio Advisor II in Los Angeles, CA, USA is between $90,000 and $140,000 per year. This salary range may vary depending on factors such as experience, education, and the specific employer. Additionally, factors such as bonuses and benefits may also impact the overall salary package for this role.

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.