Associate Relationship Advisor (Wealth Management)

Location: Chicago, IL, United States of America

Salary: $99,600–$169,200 USD annually.

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, obtain documentation, and resolve service issues with clients, vendors, and internal resources.
• Manage a portfolio of wealth management clients by understanding their goals and coordinating with clients, advisors, and service teams.
• Apply knowledge of advisory services, estate and financial planning, capital markets, banking, asset management, fiduciary duties, and applicable trust and tax law.
• Identify relationship enhancement and solution opportunities by collaborating with internal partners and external advisors.
• Provide responsive written and verbal client communication and support business development through presentations, referral relationships, and new opportunities.
• Continue developing advisory skills through training and experience.

Requirements

• 3–4 years of experience in fiduciary servicing and personal trust-related fields.
• College or university degree and/or relevant proven experience with client relationships and wealth planning.
• Completed Trust 1 and Trust 2 coursework and progression toward a professional designation.
• Knowledge of financial products, operations, accounting systems, trust operations, and accounting systems.
• Developing knowledge of investments, advisory relationships, estate planning, financial planning, capital markets, banking, operations, fiduciary standards, and practices.
• Analytical, negotiating, problem-solving, sales, diplomacy, tact, and time-management skills.
• Ability to explain complex information clearly and oversee client transactions using general business and accounting knowledge.
• Must be authorized to work in the U.S. without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership and opportunities for internal movement.
• Benefits include retirement benefits with 401(k) and pension, medical, dental, vision, spending accounts, disability coverage, paid time off, parental and caregiver leave, and life and accident insurance.
• Discretionary bonus program may include an equity component.
• Inclusive workplace with community and philanthropy initiatives.
• Reasonable accommodations are available during the employment process.