Associate Portfolio Advisor

Welcome to Northern Trust, where we are committed to providing exceptional financial services to our clients. We are currently seeking an Associate Portfolio Advisor to join our team of dedicated professionals. As an Associate Portfolio Advisor, you will have the opportunity to work with a diverse group of clients, providing investment advice and developing customized portfolios to help them achieve their financial goals. If you have a passion for finance, strong analytical skills, and a desire to make a positive impact on our clients' lives, we want to hear from you. Join us at Northern Trust and be part of a company that values integrity, collaboration, and excellence.

1. Meet with clients to understand their financial goals and risk tolerance.
2. Develop customized investment portfolios based on client needs and objectives.
3. Monitor and analyze market trends and economic conditions to make informed investment recommendations.
4. Communicate investment strategies and portfolio performance to clients.
5. Build and maintain strong relationships with clients and provide exceptional customer service.
6. Collaborate with team members to identify and implement best practices for portfolio management.
7. Conduct research and due diligence on potential investment opportunities.
8. Stay up-to-date on industry regulations and compliance standards.
9. Prepare and present reports on portfolio performance and market trends to senior management.
10. Continuously evaluate and improve investment processes and strategies.
11. Maintain accurate and up-to-date client records.
12. Act as a brand ambassador for Northern Trust, promoting our values of integrity, collaboration, and excellence.
13. Work independently and efficiently in a fast-paced, dynamic environment.
14. Keep confidential client information secure and adhere to privacy regulations.
15. Attend industry conferences and networking events to expand knowledge and stay current on industry trends.
16. Mentor and train junior team members.
17. Provide support to senior portfolio advisors as needed.
18. Uphold Northern Trust's reputation for exceptional financial services.

According to JobzMall, the average salary range for a Associate Portfolio Advisor in Seattle, WA, USA is $60,000-$90,000 per year. This can vary depending on experience, education, and the specific company or industry the advisor works for. Some companies may offer higher salaries or additional bonuses and benefits for this position.

Northern Trust Corporation is a financial services company that caters to corporations, institutional investors, and ultra high net worth individuals. It is one of the largest banks in the United States and one of the oldest banks in continuous operation.