Finance & Banking • San Diego, California, United States
Senior Wealth & Fiduciary Advisor
San Diego, California, United StatesOn-sitePosted 10 hours ago
Finance & Banking
About the Role
Northern Trust is seeking a senior wealth management professional to lead sophisticated client relationships. You will collaborate with client service teams and advisors to understand client needs and goals, applying fiduciary duties, tax, and estate planning techniques to deliver holistic advice with prudent risk management.
The role requires mentoring partners, exploring opportunities to expand business, and maintaining deep knowledge of fiduciary standards.
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What You'll Do
Northern Trust is seeking a senior wealth management professional to lead sophisticated client relationships.
You will collaborate with client service teams and advisors to understand client needs and goals, applying fiduciary duties, tax, and estate planning techniques to deliver holistic advice with prudent risk management.
The role requires mentoring partners, exploring opportunities to expand business, and maintaining deep knowledge of fiduciary standards.
