Associate Wealth Advisor

bessemer; Naples (FL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work environment

401(k) plan with profit-sharing

Tuition reimbursement

Medical, dental and vision plans

Wellness programs

Parental leave

Life insurance

Disability coverage

Job summary

Bessemer Trust’s Naples-based Associate Wealth Advisor role focuses on sourcing, initiating, and developing relationships with prospective ultra-high net worth clients in partnership with Wealth Advisors within your region. You will help convert prospects to clients, support annual new business goals, and collaborate with specialists across Wealth Planning, Investments, and Client Advisory teams.

Salesforce will be used to track activity, with travel required for meetings.

Qualifications

• MBA required.
• CFA preferred.
• 5+ years in Financial Services or related fields.
• Willingness to obtain Series 7 and 66.
• Excellent verbal and written communication skills.
• Attention to detail and organizational skills; multitasking ability.
• Goal-oriented, proactive, and a fast-paced team player.
• Proficiency in MS Word, Excel, PowerPoint and Salesforce.

Responsibilities

• Partner with Wealth Advisors and Senior Wealth Advisors to develop strategies to identify and engage prospective clients from relationship inception to conversion.
• Support business development activities including sourcing prospective clients, profiling, meetings, and coordinating with the Relationship Acceptance Committee.
• Attend networking events to deepen relationships with prospective clients and referral sources.
• Perform due diligence on prospective client leads from various sources.
• Collaborate with Wealth Planning, Family Office Management, Investments, and Client Advisory teams.
• Develop proficiency in asset allocation modeling and portfolio analysis.
• Ensure seamless onboarding by coordinating with Client Advisory teams.
• Collaborate with Wealth Advisor Analysts on analyses and presentations.
• Record prospective client activity in Salesforce.
• Travel to conferences and client meetings as needed.

Skills

MBA required

CFA preferred

Strong communication

Self-starter

Goal oriented

Team collaboration

MS Word

Excel

PowerPoint

Salesforce

Education

MBA degree

CFA certification (preferred)

Tools

Salesforce

MS Office (Word, Excel, PowerPoint)

Job description

This is an exciting opportunity to be a key member of Bessemer Trust’s business development team. In this role, you will be involved in sourcing, initiating, and developing relationships with prospective, ultra-high net worth clients in partnership with Wealth Advisor and Senior Wealth Advisor professionals within your assigned geographical region. The Associate Wealth Advisor will be critical to efforts to convert prospective clients into clients and in achieving assigned, annual new business development goals.

Responsibilities

• Partner with Wealth Advisors and Senior Wealth Advisors in developing strategies to identify and engage with prospective clients from relationship inception to conversion to clients in achieving assigned business development goals.
• Support business development efforts including sourcing prospective clients, creating prospective client profiles and materials, organizing meetings, and interacting with the Firm’s Relationship Acceptance Committee.
• Identify and attend appropriate networking events to deepen relationships with prospective clients, key prospective client referral sources, and industry experts.
• Perform due diligence on prospective client leads received from lead generators and other related sources.
• Collaborate with key specialists across Bessemer’s Wealth Planning, Family Office Management, Investments, and Client Advisory teams in support of business development efforts within your assigned geographic area.
• Develop proficiency in asset allocation modeling and analysis of investment portfolios, fixed income portfolios, and tax transitions.
• Ensure a seamless onboarding process for prospective clients by effectively managing the transition to the designated Client Advisory team.
• Collaborate with Wealth Advisor Analysts on all prospective client analyses and presentation preparation.
• Diligently leverage Salesforce to capture all prospective client activity.
• Travel as needed to conferences and prospective client meetings.

Qualifications

• MBA required, CFA preferred
• Ideally five plus years of prior experience in Financial Services, with some exposure to Wealth Management, Investment Management, Investment Banking, or related fields.
• Willingness to obtain Series 7 and 66.
• Exceptional verbal and written communication skills.
• Excellent attention to detail and organizational skills with the ability to multitask.
• Candidate must be goal-oriented, proactive, and a driven self-starter.
• Ability to initiate and actively contribute to a fast paced team environment.
• Proficiency in MS Word, Excel, PowerPoint and Salesforce.

Bessemer is committed to creating a diverse and inclusive environment, and is proud to be an equal opportunity employer. We encourage candidate of diverse backgrounds to apply.

About Bessemer Trust

Bessemer Trust isa familyoffice, overseeing more than $250 billion in assets for over 3,000 individuals and families of substantial wealth. Itsmore than1,300 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.

Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.

Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer’s adherence to putting clients’ interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:

• For119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
• Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
• To watch a video about Bessemer Trust’s history, click here.
• To learn more about Bessemer Trust, click here.

About Our Employee Rewards and Benefits:

We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:

• Competitive base salary plus discretionary annual bonus for select positions
• A 401(k) plan with a generous annual profit-sharing contribution
• Personalized development and career opportunities, including tuition reimbursement support
• Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
• Employee assistance (EAP) and wellness programs
• Hybrid work environment: 60% in office, 40% remote for most positions
• Paid time off and paid parental leave
• Employer-paid life insurance and short- and long-term disability coverage
• Legal services and financial wellness plans at no cost to employees