Northern Trust · 5 days ago
Regional Wealth Advisor
Chicago, IL
Full-time
Onsite
Senior Level, Lead/Staff
$206K/yr - $360K/yr
10+ years expNorthern Trust is a globally recognized financial institution providing innovative financial services. The Regional Wealth Advisor will act as a technical expert for ultra-high net worth clients, developing comprehensive wealth plans and collaborating with local teams and professional advisors to deliver integrated wealth management services.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Development of a comprehensive personal and financial wealth profile on the client and the client’s family including identification of wealth related life goals in collaboration with local teams/client's professional advisors and other Northern professionals
Design, in collaboration with the client’s professional advisors and other Northern Trust partners, a wealth plan integrating wealth management, wealth transfer and tax efficiency goals
Work in close collaboration with the local teams, including the Investment, Trust and Banking Advisors, and other Northern Trust professionals in supporting the implementation of the client’s wealth plan
Provide periodic review and revision of client’s wealth plan upon request in event of material changes of client circumstances
Active assistance in the sales process and identification of opportunities to expand client relationships through the introduction of new products and services
Serve as a mentor to Wealth Advisors and Wealth Advisor Associates
Contribute to the development and implementation of Northern Trust wealth planning resources, solutions and products
Actively engage in cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks
Qualification
Required
Expert knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services usually acquired through extensive work-related experience with ultra-high net worth clients (clients with net worth of $100 million and above) in financial services, law or consulting
Broad based technical and analytical skills in wealth planning, wealth transfer, tax, philanthropy, fiduciary practice, asset location and preservation and related disciplines
Strong interpersonal skills and proactive consultative orientation
Minimum of 10+ years or more of wealth planning experience working with high-net-worth individuals and families in a comprehensive capacity
Advanced educational and professional designations including CFP, JD, MBA or similar evidence of advanced learning and professional consulting qualification
Benefits
Retirement benefits (401k and pension)
Health and welfare benefits (medical, dental, vision, spending accounts and disability)
Paid time off
Parental and caregiver leave
Life & accident insurance
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component
Company
Northern Trust
Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking.
10001+ employees
H1B Sponsorship
Northern Trust has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (180)
2024 (203)
2023 (102)
2022 (74)
2021 (298)
2020 (83)
Funding
Current Stage
Public CompanyTotal Funding
$1.25B2025-11-20Post Ipo Debt· $1.25B
1978-01-13IPO
Leadership Team
Michael O'Grady
President, Chief Executive Officer & Director
Peter Cherecwich
Chief Operating Officer
Recent News
Business Wire
2026-01-16
2026-01-16
Business Wire
2025-12-18
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