Senior Client Advisor - Hybrid Private Wealth Lead

Bessemer Trust; West Palm Beach (FL); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Competitive base salary plus bonus

401(k) with profit sharing

Hybrid work environment

Paid time off

Parental leave

Life insurance

Job summary

Bessemer Trust in Palm Beach is seeking a Senior Client Advisor to develop and maintain client relationships, coordinate service delivery, and consult with specialists across Investment Management, Trust Administration, and Estate Planning.

The role leads a team of client advisors and administrative staff, delivering high-level wealth management services with fiduciary rigor and a client-centric approach. A senior candidate with extensive financial credentials is expected.

Qualifications

• Master's degree or equivalent in a relevant field.
• Twelve or more years related experience; or equivalent combination of education and experience.
• Series 7, Series 63 required. CTFA, CFA, or current law license or current CPA preferred.
• Well developed and sophisticated client service orientation and exceptional communication and presentation skills.

Responsibilities

• Develop and maintain client relationships through proactive communication.
• Coordinate client account service delivery and oversee meetings.
• Determine client risk tolerance and create investment plans.
• Present estate, tax and financial planning opportunities to clients.
• Lead client meetings and oversee documentation and follow-up in Salesforce.
• Supervise Client Advisory staff and assist in recruiting and training.

Skills

Client service orientation

Communication skills

Presentation skills

Team leadership

Problem solving

Education

Master's degree or equivalent

12+ years experience

Tools

Salesforce

Microsoft Office

Excel

PowerPoint

Job description

Bessemer Trust in Palm Beach is seeking a Senior Client Advisor to develop and maintain client relationships, coordinate service delivery, and consult with specialists across Investment Management, Trust Administration, and Estate Planning.

The role leads a team of client advisors and administrative staff, delivering high-level wealth management services with fiduciary rigor and a client-centric approach. A senior candidate with extensive financial credentials is expected.