Northern Trust

Relationship Advisor

Palm Beach, FL

No sponsorshipDetected 6 days ago

Business DevelopmentNegotiationLeadershipCommunicationCollaborationProblem SolvingTime Management

About the role

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity.
Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Manages a portfolio of wealth management clients, developing a deep understanding of client needs and goals in collaboration with clients and their advisors.
Exhibits expertise in governing documents, fiduciary duties, trust and tax law, estate planning, financial planning, and prudent investment principles.
Leads client conversations around goals-based wealth management and holistic advisory solutions, communicating complex topics in non-technical terms.
Delivers responsive and tactful client service through clear written and verbal communication, exhibiting strong time management skills.
Serves as a mentor and subject matter expert, guiding Relationship Advisors and junior partners on fiduciary matters and best practices.
Travels to meet with clients when appropriate to support relationship development, business growth, or servicing needs.
Strong judgment and the ability to build consensus while working collaboratively across teams.

Required Knowledge, Skills & Abilities:
7-10 years of experience in fiduciary servicing, personal trust, estate administration, or a closely related field.
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Strong knowledge of fiduciary and financial products and services acquired through related work experience.
Technical understanding of investments, tax, legal, and operations gained through formal education or relevant experience.
Thorough knowledge of fiduciary principles, standards, and laws/regulations necessary to effectively administer trust accounts.
Well-developed skills in negotiation, problem-solving, delegation, leadership, and relationship management.
Excellent communication skills and the ability to explain complex or sensitive topics to clients and stakeholders.

Bachelor's degree or equivalent combination of education and work experience required.
Experience & Education:
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.

Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture.

Reasonable Accommodation
If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

This listing is sourced directly from Northern Trust's careers page and normalized into a canonical job model.