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Northern Belief, a Fortune 500 firm, is a globally acknowledged, award-winning monetary establishment that has been in steady operation since 1889.
Northern Belief is proud to offer modern monetary companies and steering to the world’s most profitable people, households, and establishments by remaining true to our enduring rules of service, experience, and integrity. With greater than 130 years of economic expertise and over 22,000 companions, we serve the world’s most refined purchasers utilizing main know-how and distinctive service.
Job Abstract:
The Senior Wealth Advisor for the Extremely Excessive Web Price group acts as a technical knowledgeable in advanced particular person and household shopper relationships for ultra-high web price purchasers ($100 million and above) who need a complicated, multi-disciplinary wealth plan. This function will companion with the Regional Wealth Advisors within the Central Area and are sources liable for working with native groups within the growth of a complete private and monetary wealth profile, ascertaining wealth associated objectives, and the design of the wealth plan, with an emphasis on wealth plan options and modeling. The Senior Wealth Advisor is educated within the full capabilities of Northern Belief and collaborates with the Regional Wealth Advisor, the shopper’s skilled advisors and different Northern professionals within the supply of built-in wealth administration companies.
RESPONSIBILITIES:
- Improvement of a complete private and monetary wealth profile on the shopper and the shopper’s household together with identification of wealth associated life objectives in collaboration with the Lead Relationship Supervisor and Wealth Advisor.
- Design, in collaboration with the Regional Wealth Advisor, shopper’s skilled advisors and different Northern Belief companions, a wealth plan integrating wealth administration, wealth switch and tax effectivity objectives.
- Work in shut collaboration with the native groups, together with the Portfolio Supervisor, Belief Advisor, Banker, and different Northern Belief professionals in supporting the implementation of the shopper’s wealth plan.
- Present periodic evaluation and revision of shopper’s wealth plan upon request in occasion of fabric adjustments of shopper circumstances.
- Lively help within the gross sales course of and identification of alternatives to develop shopper relationships by way of the introduction of latest services and products.
- Function a mentor to Wealth Advisors and Wealth Advisor Associates.
- Contribute to the event and implementation of Northern Belief wealth planning sources, options and merchandise.
- Actively have interaction in cultivation {of professional} advisor relationships, together with attendance at and participation in skilled conferences {and professional} advisor networks.
{Qualifications}:
- Professional information of wealth switch planning, taxation, property planning options, and wealth administration services and products often acquired by way of intensive work associated expertise with ultra-high web price purchasers (purchasers with web price of $100 million and above) in monetary companies, regulation or consulting. Ideally has a information of wealth administration companies, merchandise and options. Broad based mostly technical and analytical expertise in wealth planning, wealth switch, tax, philanthropy, fiduciary observe, asset location and preservation and associated disciplines. Robust interpersonal expertise and proactive consultative orientation.
- Minimal of seven years or extra of wealth planning expertise working with excessive web price people and households in a complete capability. Superior instructional {and professional} designations together with CFP, JD, MBA or related proof of superior studying {and professional} consulting qualification.
Working with Us:
As a Northern Belief companion, better achievements await. You can be a part of a versatile and collaborative work tradition in a corporation the place monetary power and stability is an asset that emboldens us to discover new concepts.
Motion inside the group is inspired, senior leaders are accessible, and you’ll take pleasure in working for a corporation dedicated to aiding the communities we serve! Be a part of a office with a better objective.
We might like to study extra about how your pursuits and expertise might be a match with one of many world’s most admired and sustainable corporations! Construct your profession with us and apply right this moment. #MadeForGreater
Cheap lodging
Northern Belief is dedicated to working with and offering cheap lodging to people with disabilities. In the event you want an affordable lodging for any a part of the employment course of, please e mail our HR Service Middle at MyHRHelp@ntrs.com .
We hope you are excited in regards to the function and the chance to work with us. We worth an inclusive office and perceive flexibility means various things to completely different folks.
Apply right this moment and discuss to us about your versatile working necessities and collectively we will obtain better.
Extra Data
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