Sr Relationship Advisor

Location: Las Vegas, NV, 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 a portfolio of wealth management clients and develop a detailed understanding of their needs, goals, and governing documents.
• Provide holistic, goals-based advice covering fiduciary, trust, tax, estate planning, financial planning, and investment matters.
• Maintain proactive client communication, resolve issues, and translate complex concepts into clear, client-friendly guidance.
• Apply fiduciary standards, policies, and procedures; identify and escalate fiduciary risks.
• Develop new business through referral sources, professional organizations, and community relationships.
• Mentor less experienced partners and support Relationship Advisors as a fiduciary resource.

Requirements

• Bachelor’s degree or equivalent relevant experience.
• 7–10 years of experience in fiduciary services, personal trust, estate administration, or related fields.
• Strong knowledge of fiduciary principles, financial products, laws, and regulations.
• Technical expertise in investments, tax, legal, and operational matters.
• Strong relationship management, problem-solving, negotiation, communication, and business development skills.
• Must be authorized to work in the United States without employment-based visa sponsorship; visa sponsorship is not available.

Nice to have

• Progress toward or attainment of CFP, CTFA, JD, MBA, or a similar professional designation.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal mobility and access to senior leaders.
• Inclusive workplace focused on supporting clients and local communities.
• Opportunities to contribute time and expertise through philanthropy.
• Reasonable accommodations are available throughout the employment process.