Portfolio Advisor, Wealth Management

Northern Trust · Lake Forest, IL, United States of America

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Company
Northern Trust
Location
Lake Forest, IL, United States of America
Salary
$114,500 - 194,700 USD
Posted
September 19, 2026

About this job

PORTFOLIO ADVISOR, WEALTH MANAGEMENT OH: R161703 1. Manages investment activities for a full set of major fee revenue producing accounts, representing high net worth (HNW) ultra-high net worth (UHNW) personal trusts in a Wealth Advisory team. 2. Assists in development and recommendations of designed to achieve investment objectives for specific individual clients. 3. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity. 4. Developing an influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure…

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