Wealth Relationship Advisor - Fiduciary & Advisory

Northern Trust Corp; Phoenix (AZ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Flexible and collaborative work culture

Philanthropic opportunities within communities

Commitment to an inclusive workplace

Job summary

Northern Trust Corp is seeking a Relationship Advisor in Phoenix, AZ. The role involves managing an assigned account base of wealth management clients, providing holistic advice, and guiding clients on fiduciary duties. The successful candidate will cultivate business relationships and mentor other employees.

Applicants should have 7-10 years of experience in fiduciary servicing and must possess a college degree. Exceptional problem-solving, negotiation, and sales skills are necessary for this role.

Qualifications

• Experience in fiduciary servicing, personal trust, or estate administration.
• Technical knowledge of investments, tax, legal, and operations.

Responsibilities

• Manage assigned accounts of wealth management clients.
• Provide advice on NT’s products/services and regulatory/tax changes.
• Build and maintain relationships with referral sources.
• Mentor less experienced partners in fiduciary issues.

Skills

Knowledge of fiduciary standards and practices

Problem-solving skills

Negotiation skills

Sales abilities

Education

College or university degree

7-10 years’ experience in fiduciary servicing

Job description

Northern Trust Corp is seeking a Relationship Advisor in Phoenix, AZ. The role involves managing an assigned account base of wealth management clients, providing holistic advice, and guiding clients on fiduciary duties. The successful candidate will cultivate business relationships and mentor other employees.

Applicants should have 7-10 years of experience in fiduciary servicing and must possess a college degree. Exceptional problem-solving, negotiation, and sales skills are necessary for this role.