Relationship Advisor
On-sitePhoenix, Arizona, United States
Phoenix, Arizona, United StatesOn-siteFull TimeEnterprise
Full TimeEnterprise
Job Summary
Relationship Advisor at Northern Trust performing fiduciary and advisory duties for wealth management clients, guiding conversations on goals-based wealth management, financial planning, and fiduciary/estate considerations; leveraging knowledge of fiduciary standards, tax and legal considerations, investment products, and internal resources to deliver proactive, advisory client service and opportunities for relationship growth; travel to meeting clients as appropriate and maintain ongoing client contact with clear, non-technical communication.
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