Private Wealth Client Advisor – Hybrid

Bessemer Trust Company of FL; Naples (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive base salary

Discretionary annual bonus

401(k) with match

Tuition reimbursement

Medical, dental, and vision coverage

PTO and parental leave

Job summary

Bessemer Trust is seeking a Client Advisor in Naples, FL to bolster relationships with ultra-high-net-worth individuals and families. You will coordinate service delivery across Tax, Financial Planning, Investments, and Trust Administration, acting as liaison between Senior Client Advisors and support teams.

You’ll lead client communications, prepare tailored reports, and ensure compliance while supporting account openings, investments, and trust administration in a collaborative, client-first

Qualifications

• Bachelor's degree in a relevant field; Masters preferred.
• Excellent writing and presentation skills.
• Demonstrated leadership and teamwork.
• Ability to organize, multitask, and meet deadlines accurately.
• Series 7 and Series 63 desired; CTFA, CFP or CFA is a plus.
• Proficiency in Microsoft Office Suite—Excel, Outlook, PowerPoint, Word, and Salesforce.

Responsibilities

• Communicate with clients and advisors regularly; provide timely, thorough responses.
• Attend client meetings; document issues and coordinate follow-up.
• Prepare annual and ad-hoc client reports and materials; create proactive reports.
• Document client information and communications in Salesforce.
• Oversee account opening/closing procedures and review related documents.
• Coordinate with tax, financial planning, and other service areas to ensure compliant administration.
• Assist Senior Client Advisor in investment management activities and monitoring.

Skills

Client relationship

Communication

Leadership

Organization

Salesforce

Microsoft Office

Education

Bachelor's degree in a relevant field

Master's degree preferred

Tools

Salesforce

Excel

PowerPoint

Job description

Bessemer Trust is seeking a Client Advisor in Naples, FL to bolster relationships with ultra-high-net-worth individuals and families. You will coordinate service delivery across Tax, Financial Planning, Investments, and Trust Administration, acting as liaison between Senior Client Advisors and support teams.

You’ll lead client communications, prepare tailored reports, and ensure compliance while supporting account openings, investments, and trust administration in a collaborative, client-first