Senior Financial Planner, CFP, Wealth Management

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

SENIOR FINANCIAL PLANNER, CFP

OH: R161517

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. This highly visible role combines technical expertise, strategic relationship management, and business development to create meaningful client outcomes and expand Northern Trust’s Firm-to-Firm Wealth Management platform.
RESPONSIBILITIES:

• 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 – Private Equity, Management Consulting, Big Law Equity Partners, and/or Big Four Accounting Firms to deliver coordinated wealth-management solutions.
• 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.
• 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.
• Actively engage in cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.

The successful candidate will benefit from having the following competencies:

• Expert knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services usually acquired through extensive work-related experience with high net worth and ultra-high net worth clients in financial services, law or consulting. Ideally has knowledge of wealth management services, products and solutions.
• 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.
• Certified Financial Planner (CFP) and/or Juris Doctorate (J.D.) is required.
• Must be willing and open to business travel.
• Required to in office at a minimum of 4 days per week in our 50 S. LaSalle Chicago location.

Salary Range:

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

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).

Working with Us

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. 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.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.