Senior UHNW Wealth Strategist

L5

bepcBrooklyn, NYyesterday
Northern 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
Apply now

Level

SeniorL5

Location

Brooklyn, NY

Occupation

Personal Financial Advisors

Industry

Trust, Fiduciary, and Custody Activities

Posted

yesterday

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