Finance & Banking • Los Angeles, California, United States
Senior Private Wealth Director
Los Angeles, California, United StatesOn-sitePosted 10 hours ago
Finance & Banking
About the Role
Northern Trust is seeking an experienced Wealth Management professional to cultivate long-term client relationships and coordinate cross-disciplinary teams to deliver tailored wealth strategies. The role emphasizes deep client understanding and proactive advisory services across banking, investments, and estate planning.
The candidate should have substantial industry experience, with professional certifications preferred (MBA, CFP, CPA, CFA, CTFA, CFM) and required Series 7/63 licenses.
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What You'll Do
Northern Trust is seeking an experienced Wealth Management professional to cultivate long-term client relationships and coordinate cross-disciplinary teams to deliver tailored wealth strategies.
The role emphasizes deep client understanding and proactive advisory services across banking, investments, and estate planning.
The candidate should have substantial industry experience, with professional certifications preferred (MBA, CFP, CPA, CFA, CTFA, CFM) and required Series 7/63 licenses.
