Financial Advisor

Fundfire
San Francisco, California, US
Full-time

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.

With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Position Summary :

The focus of the Northern Trust Securities, Inc. ( NTSI ) Financial Advisor is to advise on a variety of investment solutions, as part of an overall Wealth Management process.

Financial Advisors work with both commission-based investment solutions and managed accounts.

  • The NTSI Financial Advisor consults with clients to identify their objectives and appetite for risk, recommending strategies to meet client goals.
  • Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern Trust.
  • Utilizes broad knowledge of capital markets and terminology to educate clients and partners on specific investment strategies.
  • Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities.

Qualifications include :

  • 5+ years of securities industry and sales experience
  • Required Securities license : Series 7, 66 (or 63 / 65)
  • Strong sales, communication, and group presentation skills
  • Must have broad based knowledge of all securities products
  • Individual must be goal driven and self-motivated

Salary Range : $110,000-$160,000

$110,000-$160,000

Salary range is an estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits.

How To Apply

To Apply to this position , please follow the link below.

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11 days ago
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