Holistic Wealth Advisor

ntrs; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Northern Trust in Houston seeks a client relationship professional to manage wealth management clients, coordinate advisory services, and deliver holistic guidance.

You will work with internal partners and external advisors to understand client needs, execute requests, and develop opportunities while upholding fiduciary standards and compliance.

The role requires 3–5 years in asset servicing or related fields and a college degree; ongoing training and career growth are emphasized.

Qualifications

• College or university degree and/or relevant proven work experience with client relationships and wealth planning is preferred.
• 3-5 years in asset servicing, relationship management or related fields.

Responsibilities

• Coordinates account management by ensuring prompt execution and follow-up; responds to client service requests and documents required for resolution.
• Manages assigned client base by understanding needs and goals, advising on advisory practice services and related areas.
• Maintains knowledge of NT resources and identifies opportunities for relationship enhancement with internal and external partners.
• Delivers focused client service, proactive communication, and strong time management.
• Supports service team in business development, including client presentations and cultivation of referral sources.
• Continuously develops advisory skills through training and experience.

Skills

Wealth management knowledge

Client relationships

Asset servicing

Fiduciary standards

Analytical skills

Education

College degree preferred

Experience in wealth planning

Job description

Northern Trust in Houston seeks a client relationship professional to manage wealth management clients, coordinate advisory services, and deliver holistic guidance.

You will work with internal partners and external advisors to understand client needs, execute requests, and develop opportunities while upholding fiduciary standards and compliance.

The role requires 3–5 years in asset servicing or related fields and a college degree; ongoing training and career growth are emphasized.