Associate Wealth Advisor

Bessemer Trust; Houston (TX); On-site; USD 60,000 - 120,000; Full time

Job summary

Join a prestigious firm as an Associate Wealth Advisor, where you will collaborate with Senior Wealth Advisors to identify and engage ultra high net worth prospects. In this dynamic role, you will develop strategic event plans, manage client profiling, and utilize proprietary software to track sales opportunities. This position offers the chance to enhance your skills in asset allocation modeling and investment portfolio analysis while working in a fast-paced team environment. If you are a motivated self-starter with a passion for financial services, this is an exciting opportunity to advance your career in a supportive and goal-oriented setting.

Qualifications

• 4+ years in Financial Services with exposure to Private Wealth Management.
• Exceptional communication skills and attention to detail required.

Responsibilities

• Develop strategies for events with Senior Wealth Advisors.
• Coordinate Analysts for prospect analyses and presentations.

Skills

Verbal Communication

Written Communication

Attention to Detail

Organizational Skills

Goal-oriented

Proactive

Self-starter

Ability to Manage Multiple Tasks

Education

MBA

CFA

Tools

MS Word

MS Excel

MS PowerPoint

CRM Technology

Job description

Job Summary:

The Associate Wealth Advisor will work closely with Senior Wealth Advisors and serve as the strategic liaison in helping to identify ultra high net worth prospects.

Responsibilities:

• Develop strategies with Senior Wealth Advisors and Regional Directors for local and out of town events.
• Oversee the coordination of Analysts on all prospect analyses and presentation preparations.
• Qualify leads received from lead generators and other sources, follow-up on activity, client profiling, and set up meetings.
• Travel as needed to conferences and client meetings as needed.
• Working with tax and estate planning professionals in the process of supporting the business development process.
• Will be responsible for using proprietary and licensed software and databases to capture activity and progress of sales opportunities for the territory.
• Will be trained and expected to become proficient in asset allocation modeling, investment portfolio analysis, fixed income portfolio analysis, tax transition portfolio analysis.
• Other responsibilities as assigned.

Qualifications:

• MBA preferred; CFA preferred.
• Ideally 4+ years of prior experience in Financial Services, with some exposure to Private Wealth Management, Investment Management, Investment Banking, or related field.
• Exceptional verbal and written communication skills.
• Excellent attention to detail.
• Candidate must be goal-oriented, proactive, and a motivated self-starter.
• Organizational skills and ability to manage multiple tasks.
• Proficiency in MS Word, Excel, PowerPoint and CRM technology.
• Ability to thrive in a fast paced team environment.

Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.