Relationship Advisor (Wealth Management)

Location: Phoenix, Arizona, 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

• Manage an assigned account base of wealth management clients and work with clients and professional advisors to understand their goals and needs.
• Provide holistic, goals-driven advice covering fiduciary services, financial planning, investments, tax considerations, estate planning, and relevant products and services.
• Maintain proactive client communication, explain complex concepts clearly, and deliver responsive service with diplomacy and tact.
• Apply fiduciary standards, policies, laws, and risk-management principles while identifying and resolving fiduciary issues.
• Develop referral-source relationships, identify new business opportunities, and represent hirify.global in community and professional organizations.
• Mentor less experienced partners and serve as a fiduciary resource for other Relationship Advisors; travel to meet clients when appropriate.

Requirements

• College or university degree and/or relevant proven work experience.
• 7–10 years of experience in fiduciary servicing, personal trust, estate administration, or a related field.
• Knowledge of fiduciary and financial products and services, investments, tax, legal matters, operations, and applicable regulations.
• Negotiation, problem-solving, delegation, leadership, sales, time-management, and consensus-building skills.
• Must be authorized to work in the United States without employment-based visa sponsorship now or in the future.

Culture & Benefits

• Flexible and collaborative work culture supported by a history of financial strength and stability.
• Opportunities for internal movement, accessible senior leadership, and continued professional development.
• Inclusive workplace focused on serving clients and supporting local communities.
• Employees can participate in philanthropic initiatives by contributing time and expertise to community causes.
• Reasonable accommodations are available throughout the employment process for individuals with health conditions and disabilities.