Trust Advisor

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About Northern Trust

Northern Trust is a Fortune 500 company and a globally recognized, award‑winning financial institution that has been in continuous operation since 1889. We provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions. With more than 130 years of financial experience and over 22,000 partners, we serve our sophisticated clients using leading technology and exceptional service.

• Guides client conversations for goals driven wealth management and holistic advice. Provides proactive advice to clients on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Combines technical knowledge with fact finding and analysis to develop advice‑driven solutions for clients. Explains complicated concepts to clients in a thoughtful way using non‑technical terminology.
• Maintains a working knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement.
• Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills.
• Builds and maintains knowledge of NT fiduciary standards and practices, applying fiduciary knowledge and judgment to fiduciary relationships.
• Cultivates relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities. Participates in community and professional organizations representing NT.
• Teaches and mentors less experienced partners. Advises Relationship Advisors on fiduciary issues and serves as a fiduciary resource on relationships managed by Relationship Advisors.
• Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
• Seeks continued development of fiduciary and advisory skills through training and experience.
• Exercises judgment based on the analysis of multiple sources of information.
• Eligible to serve as LRM in PCA and PCS.

• Knowledge of fiduciary and financial products and services, usually acquired through related work experience, is required to manage client accounts.
• Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience is required to service clients.
• Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school is required to administer accounts.
• Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship.
• Ability to explain difficult or sensitive information; ability to work to build consensus.

• College or university degree &/or relevant proven work experience.
• 7‑10 years’ experience in fiduciary servicing, in personal trust, estate administration or related fields.

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve.

Build your career with us and apply today.

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.