Senior CFP Wealth Planner for UHNW Executives
northern trustChicago, IL
Senior CFP Wealth Planner for UHNW Executives
northern trustChicago, ILSenior L5
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceMiscellaneous Financial Investment Activities
APPLY NOW (opens in a new tab)Northern Trust in Chicago seeks a Senior Financial Planner, CFP, to craft sophisticated, goals-based wealth strategies for high-net-worth clients. You will collaborate with relationship teams, specialists, and clients’ advisors to deliver integrated solutions across investments, banking, trust, estate planning, tax efficiency, and philanthropy.
The role combines technical expertise, relationship management, and business development, with an expectation of in-office presence in Chicago and
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Level
Senior L5
Location
Chicago, IL
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
4 days ago