Wealth Strategist

Welcome to Northern Trust, a leading financial institution with a rich history of helping individuals and families achieve their financial goals. We are currently seeking a dynamic and experienced Wealth Strategist to join our team. As a Wealth Strategist, you will play a crucial role in providing comprehensive wealth management strategies and solutions to our high-net-worth clients. Your expertise and personal approach will be the key to building strong and lasting relationships with our clients. If you have a passion for financial planning and a deep understanding of wealth management, we invite you to apply for this exciting opportunity.

1. Develop and implement comprehensive wealth management strategies for high-net-worth clients.
2. Conduct thorough assessments of clients' financial goals, risk tolerance, and overall financial situation.
3. Collaborate with other members of the wealth management team to provide holistic solutions to clients.
4. Stay up-to-date on industry trends and changes in the financial landscape to ensure the best advice and recommendations for clients.
5. Act as the primary point of contact for clients, building strong and lasting relationships through excellent communication and personalized service.
6. Educate clients on various wealth management options and guide them in making informed decisions.
7. Analyze and monitor clients' investment portfolios and provide regular updates and recommendations.
8. Identify opportunities for cross-selling and upselling additional financial products and services.
9. Maintain accurate and organized client records and documentation.
10. Adhere to all regulatory and compliance standards and ensure all client interactions are in accordance with company policies.
11. Participate in industry events and networking opportunities to expand the company's reach and promote the wealth management services offered.
12. Serve as a mentor and resource for junior team members, providing guidance and support in their professional development.

According to JobzMall, the average salary range for a Wealth Strategist in Chicago, IL, USA is between $100,000 and $200,000 per year. This range can vary depending on factors such as experience, education, industry, and specific job responsibilities.

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.