Private Wealth Client Advisor - Hybrid (60% Office)

bessemer; Atlanta (GA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid work environment

401(k) with profit-sharing

Tuition reimbursement

Health, dental, and vision plans

Paid time off

Parental leave

Life insurance

Disability coverage

Job summary

Bessemer Trust seeks a Client Advisor in Atlanta to nurture ultra-high net worth relationships and coordinate services across Tax, Financial Planning, Investments, and Trust Administration. You will liaise with Senior Client Advisors and multiple service areas while delivering proactive client communications and customized reporting.

The role involves overseeing account administration, investment management support, and trust administration tasks, with travel and collaboration across

Qualifications

• Bachelor's degree in a relevant field; six or more years of business experience; Masters preferred.
• Excellent writing and presentation skills.
• Ability to travel 20% of the year.
• Demonstrated leadership and teamwork qualities.
• Ability to organize and manage multiple tasks with deadlines and accuracy.
• Series 7 & Series 63 license desired; CTFA, CFP or CFA a plus.
• Proficiency in MS Office Suite and Salesforce.

Responsibilities

• Client Service: communicate with clients and advisors; attend meetings; prepare client materials; document communications in Salesforce.
• Account Administration: oversee account openings, transactions, and governance documents; ensure regulatory compliance.
• Investment Management: assist with objectives, rebalance, trades, asset allocation, and transitions.
• Trust Administration: prepare reviews, distributions, gifts, GST reporting, ILITs, insurance trusts.

Skills

Excellent writing and presentation

Travel 20% of year

Leadership and teamwork

Organizational skills

MS Office & Salesforce

Education

Bachelor's degree in a relevant field

Master's degree preferred

Tools

Microsoft Office Suite

Salesforce

Job description

Bessemer Trust seeks a Client Advisor in Atlanta to nurture ultra-high net worth relationships and coordinate services across Tax, Financial Planning, Investments, and Trust Administration. You will liaise with Senior Client Advisors and multiple service areas while delivering proactive client communications and customized reporting.

The role involves overseeing account administration, investment management support, and trust administration tasks, with travel and collaboration across