Wealth Strategies Associate: Prospecting & Onboarding
001 northern trust companyLake Forest (IL)
Wealth Strategies Associate: Prospecting & Onboarding
Posted yesterday
001 northern trust companyLake Forest (IL)
Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice
SENIORITY
Mid
About the role
Northern Trust is hiring a Senior Associate in Wealth Strategies within Wealth Management, based in Lake Forest, IL. You will support Wealth Strategists across the sales process, prepare materials, and coordinate client onboarding and documentation.
The role involves preparing proposals, coordinating meetings, and maintaining the pipeline while developing knowledge of fiduciary and investment services.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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