Senior UHNW Wealth Strategist
bepcBrooklyn, NY
Senior UHNW Wealth Strategist
L5
bepcBrooklyn, NYyesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceTrusts, Estates, and Agency AccountsNorthern Trust seeks a Wealth Strategist/Client Development Sales Executive in Boston to build and manage relationships with UHNW individuals and families. You will drive new business development, present comprehensive wealth management capabilities, and coordinate across teams to convert prospects into lasting clients.
You will cultivate a strong COI network, leverage fiduciary knowledge, and apply a goals-driven approach to estate and tax planning, ensuring long-term client success.
Apply now
Level
SeniorL5
Location
Brooklyn, NY
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday
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