bepcBrooklyn, NY
Senior UHNW Wealth Strategist
Senior UHNW Wealth Strategist
Senior UHNW Wealth Strategist
bepcBrooklyn, NY
yesterday
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceTrusts, Estates, and Agency Accounts
Apply for this role →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.
Also on the board Same function, level within a rung
Level
Senior
Location
Brooklyn, NY
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday