Financial Advisor
ntrs · Newport Beach, CA · United States · On-site
Pay: USD 110,000 – 185,000 a year
Posted Oct 7, 2026
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About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Responsibilities:
Consults with clients to identify their goals, objectives and appetite for risk. This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients’ goals
Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern target profiles
Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions
Collaborates and understands working with NTSI traders to ensure excellence in execution
Participates in team conversations to help develop and implement best in class investment strategies and solutions that will to maximize their sales efforts
Thorough documentation of client notes/interaction into Salesforce is a must to ensure all members of the advisory team are informed and kept up to date on client interaction
Monitors the market and information sources to make appropriate and timely strategy decisions to clients and partners
Fully participates in all ongoing training and meeting initiatives
Sets personal sales goals and business plan with manager based on experience and product knowledge
Providing the highest level of client service to clients is a top priority
Operates independently; has in-depth knowledge of business unit / function
As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
Carries out activities that are large in scope, cross-functional and technically difficult.
Role is balanced…