Trust Advisor

Northern Trust Corp; Las Vegas (NV); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible work culture

Professional development opportunities

Commitment to community service

Job summary

A leading financial institution in Las Vegas is seeking a Trust Advisor to manage wealth management clients and provide proactive financial advice. This role requires 7-10 years of experience in fiduciary services, with strong negotiation and problem-solving skills. You will be responsible for building client relationships, understanding their needs, and exercising fiduciary standards. The company promotes a collaborative work culture and offers opportunities for professional development in a supportive environment.

Qualifications

• 7-10 years’ experience in fiduciary servicing, personal trust, or estate administration.
• Ability to explain difficult information and build consensus.
• Knowledge of fiduciary standards and applicable laws.

Responsibilities

• Manage assigned account base of wealth management clients.
• Provide proactive advice on products and services.
• Cultivates relationships with referral sources and influences.
• Focused client service with proactive communication and timely follow-up.
• Builds and maintains knowledge of fiduciary standards and risk controls in client relationships.
• Cultivates referral sources and centers of influence to grow the business, and participates in professional organizations.
• Teaches and mentors less experienced partners and advises Relationship Advisors on fiduciary issues.
• Travels to meet clients as needed for business development and servicing requirements.
• Seeks continued development of fiduciary and advisory skills through training and experience.
• Exercises judgment based on analysis of multiple information sources.

Skills

Fiduciary knowledge

Technical knowledge of investments

Negotiation skills

Problem solving

Leadership

Sales skills

Education

College or university degree

Job description

Trust Advisor page is loaded## Trust Advisorlocations: Las Vegas, NVtime type: Full timeposted on: Posted Todayjob requisition id: R148324**About Northern Trust:**Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.Major Duties :1. Manages assigned account base of wealth management clients by working with clients and their professional advisors to develop a thorough understanding of the client’s needs and goals. Exhibits knowledge of governing documents and account agreements. Exhibits clear knowledge of fiduciary duties, applicable laws and oversight, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles. 2. 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. 3. Maintains a working knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement. 4. Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills. 5. Builds and maintains knowledge of NT fiduciary standards and practices, applying fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution. 6. 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. 7. Teaches and mentors less experienced partners. Advises Relationship Advisors on fiduciary issues and serves as a fiduciary resource on relationships managed by Relationship Advisors. 8. Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements. 9. Seeks continued development of fiduciary and advisory skills through training and experience. 10. Exercises judgment based on the analysis of multiple sources of information. 11. Eligible to serve as LRM in PCA and PCS. Knowledge :• 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. Experience :• College or university degree &/or relevant proven work experience • 7-10 years’ experience in fiduciary servicing, in personal trust, estate administration or related fields.**Working with Us:**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! Join a workplace with a greater purpose.We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater**Reasonable accommodation**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 [e-mail] 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.