Senior Fiduciary & Wealth Advisor

Northern Trust Corp; Austin, Northern (TX, KY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Northern Trust seeks a Relationship Advisor to manage fiduciary and agency client relationships, delivering high-quality fiduciary services. This role collaborates with the service team to ensure timely, accurate, and compliant fiduciary support for assigned accounts.

The advisor leads goals-based wealth management conversations, applies fiduciary standards, and provides proactive guidance on products and regulatory changes while mentoring junior staff and traveling to meet clients as needed to

Qualifications

• Bachelor’s degree or equivalent in a related field.
• 7–10 years of fiduciary servicing, personal trust, or a closely related field.
• Thorough knowledge of fiduciary principles, standards, and laws/regulations.

Responsibilities

• Manages a portfolio of wealth management clients, developing a deep understanding of client needs and goals in collaboration with clients and their advisors.
• Exhibits expertise in governing documents, fiduciary duties, trust and tax law, estate planning, financial planning, and prudent investment principles.
• Leads client conversations around goals-based wealth management and holistic advisory solutions, communicating complex topics in non-technical terms.
• Provides proactive guidance on Northern Trust products, regulatory/tax changes, and appropriate strategies to address evolving client needs.
• Utilizes internal fiduciary resources and expertise to identify opportunities for relationship growth and improved client outcomes.
• Delivers responsive and tactful client service through clear written and verbal communication, exhibiting strong time management skills.

Skills

Fiduciary knowledge

Negotiation

Communication

Relationship management

Leadership

Judgment

Education

Bachelor’s degree or equivalent

Job description

Northern Trust seeks a Relationship Advisor to manage fiduciary and agency client relationships, delivering high-quality fiduciary services. This role collaborates with the service team to ensure timely, accurate, and compliant fiduciary support for assigned accounts.

The advisor leads goals-based wealth management conversations, applies fiduciary standards, and provides proactive guidance on products and regulatory changes while mentoring junior staff and traveling to meet clients as needed to