Portfolio Advisor
Northern Trust · Phoenix, AZ, United States of America
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- Company
- Northern Trust
- Location
- Phoenix, AZ, United States of America
- Posted
- October 23, 2026
About this job
Manages investment activities for a full set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios typically mid- range in size and complexity within their market. 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 communication of client…
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