Senior Client Advisor, Hybrid Wealth Management

Bessemer Trust Company of FL; Naples (FL); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive base salary

Tuition reimbursement

Medical, dental & vision plans

PTO & parental leave

Life insurance & disability coverage

Job summary

Bessemer Trust is seeking a Senior Client Advisor in Naples, FL, to lead client relationships and coordinate advisory services across investment management, legacy planning and trust administration. You will supervise client advisors and staff, working with internal experts to deliver comprehensive private wealth services.

Responsibilities include client meetings, strategy discussions, and coordinating service delivery while upholding the firm’s fiduciary standards and ethical practices.

Qualifications

• Master's degree or equivalent in a relevant field and professional licenses.
• Extensive client service experience with wealth management and fiduciary services.
• Strong communication, presentation and relationship-building abilities.

Responsibilities

• Lead client meetings, set agendas, and document follow-ups in Salesforce.
• Coordinate delivery of investment, tax, and estate planning services.
• Develop referrals and expand client relationships with high-net-worth families.
• Oversee a team of client advisors and administrative staff.
• Discuss investment strategies and tax planning with clients and specialists.

Skills

Client relationship management

Team leadership

Communication skills

Business development

Ethical standards

Education

Master's degree or equivalent in Business Administration, Finance, Economics, Law, Taxation

Series 7, Series 63 licenses

CTFA, CFA, or CPA preferred

Tools

Salesforce

Microsoft Office Suite

Job description

Bessemer Trust is seeking a Senior Client Advisor in Naples, FL, to lead client relationships and coordinate advisory services across investment management, legacy planning and trust administration. You will supervise client advisors and staff, working with internal experts to deliver comprehensive private wealth services.

Responsibilities include client meetings, strategy discussions, and coordinating service delivery while upholding the firm’s fiduciary standards and ethical practices.