Northern Trust US | Senior Financial Planner, CFP, Wealth Management

Responsibilities

• As a Senior Financial Planner, CFP, you will develop sophisticated, goals-based wealth strategies for high-net-worth and ultra-high-net-worth individuals and families, including senior executives, business owners, private equity and consulting professionals, attorneys, accountants, and other leaders with complex financial needs.
• You will collaborate with relationship teams, Northern Trust specialists, and clients’ professional advisors to deliver integrated solutions across investments, banking, trust and estate planning, tax efficiency, philanthropy, and wealth transfer.
• As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability.
• Serve as the primary wealth-planning resource for high-net-worth and ultra-high-net-worth clients introduced through strategic firm relationships.
• Partner with C-Suite Executives or Equivalents and/or Professional Services Partners.
• Collaborate with Relationship Managers, Portfolio Managers, Trust Advisors, Banking Advisors, and specialized partners to implement client strategies.
• Support business development by participating in prospect meetings, discovery conversations, proposals, presentations, and relationship reviews.
• Coordinate across markets and regions to provide clients and partner organizations with a consistent, enterprise-wide experience.
• Monitor changes in client circumstances, tax laws, estate-planning practices, and market conditions that may require updates to wealth plans.
• Develop educational content, thought-leadership materials, and presentations for professional advisors, prospects, clients, and internal partners.
• Maintain disciplined pipeline, activity, and opportunity tracking to support relationship governance and business-development reporting.
• Mentor junior advisors and strengthen the wealth-planning capabilities of relationship teams.
• Build comprehensive and complex financial plans and cash projections using software such as E-Money, MoneyGuidePro, or other equivalent software to design goals-based wealth plans integrating investment management, banking, trust and estate planning, tax efficiency, philanthropy and wealth transfer strategies.

Requirements

• Minimum of 7 years or more of wealth planning experience working with high-net worth individuals and families in a comprehensive capacity.
• Must be a willing and engaging public speaker, and have experience presenting to small to medium audiences of 10 to 50 curated wealth management prospects.
• Must be willing and open to business travel.

Northern Trust US

Northern Trust US is an employer hiring in India (sector: BFSI / Investments / Insurance).

Its finance, accounts, audit and tax openings in India are mostly in Chicago, Tempe, New York and Miami.

• Industry: BFSI / Investments / Insurance