Hybrid Elite Client Advisor – Private Wealth

Bessemer Trust; Atlanta (GA); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid work environment

Discretionary annual bonus

401(k) with profit sharing

Tuition reimbursement

Medical/dental/vision coverage

EAP and wellness programs

Paid time off & parental leave

Life insurance & disability

Job summary

Bessemer Trust in Atlanta is seeking a Client Advisor to develop and maintain relationships with ultra-high net worth clients, coordinating services across Tax, Financial Planning, Investments, Trusts and Philanthropy.

The role acts as a liaison to Senior Client Advisors, attends client meetings, prepares materials and reports, and ensures regulatory compliance while traveling up to 20% of the year. Strong writing and presentation skills are essential, and Salesforce experience is a plus.

Qualifications

• Bachelor's degree in a relevant field; six+ years of related business experience; Masters preferred.
• Excellent writing and presentation skills.
• Ability to travel 20% of the year, as business needs require.
• Demonstrated leadership and teamwork qualities.
• Ability to organize, complete multiple tasks within deadlines and complete accuracy.
• Series 7, Series 63 license desired with two years of Cannon Trust School or equivalent; CTFA, CFP or CFA is a plus.
• Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce.

Responsibilities

• Client Service: Communicate with clients and their advisors regularly; attend client meetings and coordinate follow-up.
• Account Administration: Oversee account opening/closing, transactions, reporting, and document review.
• Investment Management: Assist Senior Client Advisor in implementing objectives, rebalancing, trades, monitoring allocation and performance; coordinate requests.
• Trust Administration: Prepare trust reviews, distributions, coordinate with tax, prepare reports for ILITs and foundations.

Skills

Bachelor's degree

Leadership

Travel ability

Series 7

Series 63

CTFA

CFP

CFA

Microsoft Office

Salesforce

Education

Bachelor's degree in a relevant field

Master's degree preferred

Tools

Microsoft Excel

Microsoft Outlook

PowerPoint

Word

Salesforce

Job description

Bessemer Trust in Atlanta is seeking a Client Advisor to develop and maintain relationships with ultra-high net worth clients, coordinating services across Tax, Financial Planning, Investments, Trusts and Philanthropy.

The role acts as a liaison to Senior Client Advisors, attends client meetings, prepares materials and reports, and ensures regulatory compliance while traveling up to 20% of the year. Strong writing and presentation skills are essential, and Salesforce experience is a plus.