Senior Client Advisor - Wealth Management Lead

bessemer; West Palm Beach (FL); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Hybrid work environment

401(k) with profit-sharing

Tuition reimbursement

Medical, dental, vision

Parental leave

Paid time off

Life insurance

Wellness programs

Job summary

Bessemer Trust is seeking a Senior Client Advisor to develop and maintain relationships, oversee client service delivery, and coordinate with internal experts across investment management, estate and tax planning, and private banking. You will lead a team of client advisors, communicate strategic opportunities, and ensure superior service while upholding fiduciary responsibilities.

Ideal candidates hold an advanced degree, have extensive experience, and possess essential licenses; a strong

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
• Exceptional communication (verbal and written) and presentation skills
• Acknowledged depth and breadth of technical knowledge and expertise
• Effective problem diagnosis and solution aptitude
• Goal-oriented
• Established track record of building collaborative relationships
• Ability to manage a team and foster collaboration
• High degree of thoroughness and attention to detail
• Entrepreneurial orientation and self-starter initiative
• Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce.

Responsibilities

• Develop and maintain client relationships through regular communication.
• Lead client meetings and coordinate service delivery.
• Determine client risk tolerance and create investment plans.
• Oversee trust and fiduciary administration tasks.
• Grow business through referrals and new client appointments.
• Supervise Client Advisory staff and manage performance.
• Stay updated on regulatory requirements and continuing education.

Skills

Client relationships

Communication

Presentation skills

Financial planning

Estate planning

Tax planning

Team leadership

Problem solving

Strategic thinking

Education

Master's degree or equivalent in a relevant field

Tools

Salesforce

Excel

Outlook

PowerPoint

Word

Job description

Bessemer Trust is seeking a Senior Client Advisor to develop and maintain relationships, oversee client service delivery, and coordinate with internal experts across investment management, estate and tax planning, and private banking. You will lead a team of client advisors, communicate strategic opportunities, and ensure superior service while upholding fiduciary responsibilities.

Ideal candidates hold an advanced degree, have extensive experience, and possess essential licenses; a strong