Associate Relationship Advisor (Wealth Management)

Location: Chicago, IL, United States; onsite full-time role

Salary: $99,600–$169,200 USD per year, plus discretionary bonus and potential equity component.

Company

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

What you will do

• Manage assigned wealth management accounts and coordinate daily client activity, service requests, documentation, and issue resolution.
• Build an understanding of client needs and goals while developing advisory relationships with clients and prospects.
• Collaborate with internal partners, external advisors, vendors, and service teams to identify client needs and deliver solutions.
• Provide responsive written and verbal communication with clients and maintain strong time management.
• Support business development through client presentations, referral-source relationships, and identification of new opportunities.
• Develop advisory skills through training and experience.

Requirements

• 3–4 years of experience in fiduciary servicing and personal trust-related fields.
• Knowledge of trust operations, accounting systems, financial products, and client transactions.
• Developing knowledge of investments, advisory relationships, estate planning, financial planning, capital markets, banking, fiduciary standards, and applicable laws.
• Analytical, negotiating, problem-solving, sales, communication, and client service skills.
• College or university degree and/or relevant proven experience with client relationships and wealth planning is preferred.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Nice to have

• Completed Trust 1 and Trust 2 coursework with progression toward a professional designation.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders and opportunities for internal mobility.
• Retirement benefits including 401(k) and pension.
• Medical, dental, vision, spending accounts, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Inclusive workplace with opportunities to support local communities through philanthropy.