Trust Advisor (Wealth Management)

Location: Houston, TX, United States

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Coordinate account management, execute daily client activity, and follow up on service requests.
• Manage an assigned base of wealth management clients and understand their needs, goals, and account agreements.
• Apply knowledge of estate planning, financial planning, capital markets, banking products, asset management, and prudent investment principles.
• Collaborate with internal partners and external advisors to identify client needs, solutions, and relationship enhancement opportunities.
• Support business development through client presentations, referral relationships, and new business opportunities.
• Continue developing advisory skills through training and practical experience.

Requirements

• 3–5 years of experience in asset servicing, relationship management, or a related field.
• College or university degree and/or relevant experience with client relationships and wealth planning.
• Knowledge of financial products, operations, accounting systems, investments, advisory relationships, and banking.
• Developing knowledge of fiduciary standards, trust law, tax law, and prudent investment principles.
• Analytical, negotiation, problem-solving, sales, time-management, and client communication skills.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal mobility and access to senior leaders.
• Inclusive workplace focused on supporting the communities served.
• Reasonable accommodations are available during the employment process.