Trust Advisor 3 (Wealth Management)

Location: hirify.global Center, New Orleans, Louisiana, United States

Company

hirify.global is a banking and financial services organization providing private wealth management and trust services.

What you will do

• Manage and develop complex trust relationships, including estates, trusts, guardianships, agency relationships, and fiduciary accounts.
• Administer and invest accounts in accordance with governing documents, bank policies, and applicable laws and regulations.
• Serve as a primary contact for clients, attorneys, CPAs, beneficiaries, co-trustees, co-executors, and other interested parties.
• Coordinate account management with investment, tax, real estate, operations, and other trust specialists.
• Resolve requests and issues involving distributions, expenditures, trust assets, and court or regulatory proceedings.
• Develop new business, achieve sales goals, maintain sales pipelines, and mentor junior relationship managers.

Requirements

• Bachelor’s degree, preferably in business or a related field.
• At least 8 years of relationship management experience in banking or financial services.
• Ability to interpret governing documents and apply banking, fiduciary, and regulatory requirements.
• Ability to travel when required, work under stress, meet deadlines, and perform the physical requirements of the role.
• Series 7 and Series 66 licenses, or Series 63 and 65, are strongly preferred.

Culture & Benefits

• Full-time position with supervisory responsibilities.
• Guidance, oversight, coordination, and evaluation of an assigned team.
• Responsibilities may include interviewing, hiring, training, work assignment, performance management, compensation, and expense approval.
• Work is performed in compliance with applicable federal, state, and local banking and industry regulations.