Wealth Strategist – Sales Rep

Northern Trust

. Sells bank products and services to individuals focusing on trust and investment management products .

Posted 4/29/2026full-timeNew York City • Massachusetts, New York • 🇺🇸 United StatesMid-LevelSenior💰 $158,010 - $276,460 per yearWebsite

About the role

Key responsibilities & impact

Sells bank products and services to individuals focusing on trust and investment management products
Utilizes business and personal contacts as well as area files to identify prospective clients
Assumes responsibility for complex and sensitive client and account activities as assigned by manager
Researches prospects' financial picture and possible needs to determine how to best provide service
Develops rapport with prospects and arranges meetings to continue the sales process
Responds to questions, consulting bank partners for additional product/service information when necessary
Consults with clients and their attorneys on the benefits of estate planning products/services
Analyzes property/assets and develops alternatives (e.g. creation of living or insurance trusts)
Consults with clients, their attorneys and other financial advisors to determine the appropriate plan for estate taxes
Summarizes account assets to determine eligibility, qualifications, and tax classification
Maintains current in-depth knowledge of a full range of trust-oriented services
Develops and maintains an understanding of all applicable federal, state, and local laws and regulations pertaining to fiduciary services and estate and tax planning

Requirements

What you’ll need

5-7 years of trust sales or trust relationship management
Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning)
Knowledge of federal, state, and local laws and regulations that apply to personal fiduciary and estate and tax planning services
Analytical and sales skills to relate individual customer asset situations to specific products
Interactive skills to comprehend prospect needs and respond with appropriate solutions

Benefits

Comp & perks

Health and welfare benefits (medical, dental, vision, spending accounts and disability)
Retirement benefits (401k and pension)
Paid time off
Parental and caregiver leave
Life & accident insurance
Other voluntary and well-being benefits I

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

trust salestrust relationship managementfiduciary productsestate planningfinancial consultinginvestment managementsecurity custodyanalytical skillssales skills

Soft Skills

interpersonal skillscommunication skillsconsultative skillsrapport buildingproblem-solving skills