Elite Client Advisor | Hybrid Wealth Management for UHNW

Bessemer Trust; Miami (FL); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Hybrid work environment

401(k) plan

Medical, dental and vision plans

Paid time off

Parental leave

Life insurance

Job summary

Bessemer Trust is seeking a Client Advisor in a hybrid Miami environment to service ultra-high net worth clients. You will coordinate across Tax, Planning, Investments, Trusts, and insurance to deliver tailored solutions and maintain strong client relationships.

The role requires exceptional communication, leadership, and ability to manage multiple tasks with accuracy, while leveraging Salesforce and MS Office to prepare reports and materials for client meetings.

Qualifications

• Bachelor's degree in a relevant field and ideally six or more years of related business experience.
• Masters preferred; Series 7 and Series 63 desired with two years of Cannon Trust School or equivalent.
• Excellent writing and presentation skills.
• Ability to travel 20% of the year; demonstrated leadership and teamwork.
• Organize and complete multiple tasks accurately within deadlines; MS Office and Salesforce skills.

Responsibilities

• Communicate with clients and their advisors regularly; provide timely responses.
• Attend client meetings; document issues and coordinate follow up.
• Oversee preparation of client meeting materials and create reports.
• Document client information in Salesforce; oversee account opening/closing.
• Assist in investment management activities and coordination with tax and trust teams.
• Prepare trust reviews and distributions; coordinate with tax department on gifts.
• Prepare reports to Trust Builder and manage ILIT transfers as required.

Skills

Relationship management

Leadership

Time management

Written communication

Presentation skills

Salesforce

Communication

Education

Bachelor's degree

Masters preferred

Series 7

Series 63

CTFA/ CFP / CFA (plus)

Tools

Microsoft Office

Excel

Outlook

PowerPoint

Word

Job description

Bessemer Trust is seeking a Client Advisor in a hybrid Miami environment to service ultra-high net worth clients. You will coordinate across Tax, Planning, Investments, Trusts, and insurance to deliver tailored solutions and maintain strong client relationships.

The role requires exceptional communication, leadership, and ability to manage multiple tasks with accuracy, while leveraging Salesforce and MS Office to prepare reports and materials for client meetings.