Wealth Strategies Associate: Prospecting & Onboarding
001 northern trust companyLake Forest, IL
Wealth Strategies Associate: Prospecting & Onboarding
001 northern trust companyLake Forest, IL
yesterday
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
Northern Trust is hiring a Senior Associate in Wealth Strategies within Wealth Management, based in Lake Forest, IL. You will support Wealth Strategists across the sales process, prepare materials, and coordinate client onboarding and documentation.
The role involves preparing proposals, coordinating meetings, and maintaining the pipeline while developing knowledge of fiduciary and investment services.
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JOB OVERVIEW
Experience level
Mid
Location
Lake Forest, IL
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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