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Northern Trust
Senior Wealth Portfolio AdvisorNorthern Trust • Sarasota, FL, United States
Senior Wealth Portfolio Advisor

Senior Wealth Portfolio Advisor

Northern Trust • Sarasota, FL, United States
12 days ago
Job type
  • Full-time
Job description

Northern Trust in Sarasota, Florida is seeking a Senior Portfolio Advisor to manage complex investment accounts for high net worth individuals. This role requires extensive experience in investment management and the ability to communicate complex concepts to clients and team members. The successful candidate will demonstrate leadership in strategy development and execution, ensuring alignment with client objectives. A CFA designation is strongly preferred, along with a minimum of 8-12 years of relevant experience in investment. #J-18808-Ljbffr

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Senior Wealth Portfolio Advisor • Sarasota, FL, United States

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