Wealth Relationship Advisor

Northern Trust; Houston (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

Northern Trust, a global leader in wealth management, asset servicing, and banking, seeks a client-focused professional to support sophisticated wealth clients in the United States. The role emphasizes building lasting client relationships, coordinating account activity, and delivering holistic advisory services.

You will work with clients, advisors, and internal partners to understand needs, manage fiduciary responsibilities, and apply knowledge of investments, estate planning, and capital

Qualifications

• Knowledge of financial products, operations and accounting systems.
• General business knowledge, including knowledge of accounting, to oversee client transactions.
• Developing knowledge of investments, advisory relationships, estate planning, financial planning, capital markets, banking, and operations.

Responsibilities

• Coordinates account management and daily client activity; follows up on service requests and communicates with clients and vendors as required.
• Maintains knowledge of governing documents and account agreements.
• Manages wealth management client base; develops understanding of client needs and goals.
• Applies knowledge of advisory services, capital markets and banking products.
• Collaborates with internal partners and external advisors to identify client needs and solutions.
• Proactively contacts clients with suitable frequency and good time management.
• Supports business development by preparing client presentations.
• Seeks continued development of advisory skills.

Skills

Financial knowledge

Business know-how

Investments & advisory

Fiduciary standards

Analytical & sales

Communication skills

Education

Bachelor's degree preferred

Job description

Northern Trust, a global leader in wealth management, asset servicing, and banking, seeks a client-focused professional to support sophisticated wealth clients in the United States. The role emphasizes building lasting client relationships, coordinating account activity, and delivering holistic advisory services.

You will work with clients, advisors, and internal partners to understand needs, manage fiduciary responsibilities, and apply knowledge of investments, estate planning, and capital