Senior Portfolio Advisor
northern trustPhoenix, AZ
Senior Portfolio Advisor
L5
northern trustPhoenix, AZ11 days ago
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesNorthern Trust is seeking a skilled investment professional to manage a portfolio of client accounts and collaborate with the client service team to align investment strategies with client objectives.
The role requires strong knowledge of investment theory, financial principles, and portfolio management, with experience across various markets and instruments. A client-focused approach and adherence to guidelines are essential.
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Level
SeniorL5
Location
Phoenix, AZ
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
11 days ago
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