Wealth Strategist
Northern Trust · Phoenix, AZ, United States of America
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- Company
- Northern Trust
- Location
- Phoenix, AZ, United States of America
- Posted
- September 29, 2026
About this job
Sells bank products and services to individuals focusing on trust products. 2. Cultivates existing bank clients as well as internal and external business and personal contacts to identify and develop prospective clients. 3. Researches prospect''s financial picture and possible needs to determine how to best provide service. 4. Composes letters to prospective clients and follows up with telephone calls to arrange meetings. 5. Presents bank product materials to prospective client or designated liaison (e.g. attorney, CPA, etc.). 6. Responds to questions, consulting bank partners for additional product/service information when necessary. Conducts additional prospect analysis to further determine services. 7.…
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