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Northern Trust
Bonita Springs, FL
Source: Northern Trust careers · View original posting
From Northern Trust's posting. “We” and “our” refer to the employer.
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.
The Senior Portfolio Advisor helps high-net-worth individuals and families achieve their financial goals through thoughtful, personalized investment advice. This role serves as a trusted advisor to clients with complex investment needs, managing sophisticated portfolios and delivering strategies tailored to their goals. The Senior Portfolio Advisor works closely with relationship managers, client service partners, and specialists across the business to bring the full breadth of Northern Trust’s investment capabilities to each
client relationship. This role drives in market growth by building strong relationships, supporting new business opportunities, and contributing expertise to deepen client engagement by bringing both strong investment acumen and a business-building mindset to a highly visible role.
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