Associate Wealth Advisor

Bessemer Trust; Naples (FL); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Hybrid work environment

401(k) with profit sharing

Tuition reimbursement

Medical, dental, and vision plans

Paid time off

Parental leave

Life insurance

Disability coverage

Wellness programs

Legal services

Job summary

Bessemer Trust is seeking an Associate Wealth Advisor to source and develop relationships with prospective ultra-high net worth clients in the Naples, FL region. You will partner with Wealth Advisors to move prospects to clients, supporting onboarding and cross-functional collaboration to meet new business goals.

Qualified candidates have an MBA, CFA preferred, and 5+ years in financial services, with Series 7/66 willingness.

Qualifications

• MBA required; CFA preferred.
• Five+ years in Financial Services with Wealth Management exposure.
• Willingness to obtain Series 7 and 66.
• Exceptional verbal and written communication skills.
• Excellent attention to detail and organizational skills; able to multitask.
• Goal-oriented, proactive, and a driven self-starter.
• Able to contribute to a fast-paced team environment.
• Proficiency in MS Word, Excel, PowerPoint and Salesforce.

Responsibilities

• Partner with Wealth Advisors to identify and engage prospective clients to achieve business development goals.
• Support sourcing, profiling, meetings, and interaction with Relationship Acceptance Committee.
• Identify 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, Investments and Client Advisory teams.

Skills

Verbal communication

Written communication

Attention to detail

Multitasking

Proactive

Goal oriented

Team collaboration

Fast-paced environment

Education

MBA

CFA preferred

Tools

Salesforce

MS Word

MS Excel

MS 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 is a family office, overseeing more than $250 billion in assets for over 3,000 individuals and families of substantial wealth. Its more than 1,300 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

• For 119 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,
• To learn more about Bessemer Trust,

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