Sr. Relationship Advisor
Northern Trust · Los Angeles, CA, United States of America
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- Company
- Northern Trust
- Location
- Los Angeles, CA, United States of America
- Salary
- $189,290 - 331,200 USD
- Posted
- September 10, 2026
About this job
Manages assigned account base of sophisticated wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client’s needs and goals. Exhibits thorough knowledge of governing documents and account agreements. Exhibits mastery of fiduciary duties, applicable laws and oversight, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles 2. Primarily responsible for leading client conversations for goals driven wealth management and holistic advice. Provides proactive advice to clients on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client.…
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