Wealth & Fiduciary Advisor

Northern Trust; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Northern Trust is seeking a Relationship Advisor to manage fiduciary client relationships and provide high-quality fiduciary support across wealth management services. The role emphasizes collaboration with service teams and leveraging internal resources to meet client needs with accuracy and compliance.

The candidate will handle complex fiduciary topics, guide clients through regulatory changes, and pursue growth opportunities while delivering exceptional service across a diverse client base.

Qualifications

• Bachelor’s degree or equivalent combination of education and work experience.
• 7–10 years of fiduciary servicing, personal trust, estate administration, or 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.
• 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.
• Applies sound fiduciary judgment and Northern Trust standards in managing risk, ensuring compliance with internal procedures and external regulations.
• Cultivates business development by maintaining and expanding relationships with referral sources and centers of influence.
• Serves as a mentor and subject matter expert, guiding Relationship Advisors and junior partners on fiduciary matters and best practices.
• Travels to meet with clients when appropriate to support relationship development, business growth, or servicing needs.

Skills

Fiduciary expertise

Financial products

Investments knowledge

Negotiation & problem-solving

Communication skills

Judgment & consensus-building

Education

Bachelor's degree or equivalent

Job description

Northern Trust is seeking a Relationship Advisor to manage fiduciary client relationships and provide high-quality fiduciary support across wealth management services. The role emphasizes collaboration with service teams and leveraging internal resources to meet client needs with accuracy and compliance.

The candidate will handle complex fiduciary topics, guide clients through regulatory changes, and pursue growth opportunities while delivering exceptional service across a diverse client base.