Senior Wealth Advisor, Wealth Management
Posted Sep 11, 2026 · We last checked this listing on Oct 6, 2026
Likely interview questions for this role
Written from this job description, not a generic list. Each one notes what the interviewer is really checking.
About your past
Tell me about a complex client relationship where your technical advice changed the outcome.
What they are checking: Whether they have been the technical expert who adds depth, not just a relationship voice repeating standard guidance.
Describe a time you had to deliver bad news about a plan, such as a shortfall or a tax surprise.
What they are checking: Whether they can give hard news clearly and early, which is how trust is kept with wealthy families.
How do you stay current on tax law and estate planning changes, and how quickly do you bring them to clients?
What they are checking: Whether they keep their technical expertise sharp and act on changes before clients hear about them elsewhere.
What would you do
The relationship manager wants to present a strategy you think is wrong for the client. How do you handle it?
What they are checking: Whether they will put the client's interest first while still keeping a working partnership with the relationship team.
Spouses in a meeting disagree sharply about how much to leave their children. What do you do in the room?
What they are checking: Whether they can manage family conflict neutrally and keep the planning process moving without taking sides.
How do you coordinate with a client's outside attorney and CPA when you think their advice conflicts with the plan?
What they are checking: Whether they can work with outside advisors respectfully while still raising real problems in the client's plan.
A new high-income professional client says they only want investment advice and nothing else. How do you respond?
What they are checking: Whether they can show the value of broader planning without pushing services the client does not want.
About the work
A business owner wants to sell the company in three years and keep the family wealth intact for two generations. Where do you start the plan?
What they are checking: Whether they can organize tax, estate, liquidity and family goals into a goals-based plan instead of jumping to products.
Walk me through how you would approach a corporate executive with a large concentrated stock position.
What they are checking: Whether they know the real tools for concentration risk and can balance taxes, restrictions and the client's emotional attachment.
How do you explain a trust or gifting strategy to a client who is not financially sophisticated?
What they are checking: Whether they can make complex planning understandable enough that the client truly agrees rather than just signs.
How would you use the full range of a firm like this, such as trust, banking and investments, for one family?
What they are checking: Whether they think about integrated wealth services instead of working only inside their own specialty.
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Practice this out loudThe full job description
As published by Northern Trust.