Senior Client Advisor - Wealth Management & Trust (Hybrid)

Bessemer Trust; Naples (FL); Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

Hybrid work environment

Discretionary annual bonus

Job summary

Bessemer Trust in Naples, FL is seeking a Senior Client Advisor to lead high-net-worth client relationships and coordinate service delivery across investment management, tax, and estate planning. You will oversee a team of client advisors and specialists, ensuring superior service and ethical client care.

Responsibilities include client meetings, strategic planning, and collaboration with fiduciary counsel and internal teams.

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.
• A strong track record of building collaborative relationships.
• Ability to manage a team and foster collaboration.
• Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce.

Responsibilities

• Communicate regularly and proactively with client, especially regarding any investment or life events.
• Discuss investment performance and anticipate client questions arising from market trends.
• Present estate, tax and financial planning opportunities to client, explaining benefits and limitations.
• Provide estate, financial planning and tax recommendations based on consultation with Bessemer specialists.
• Consult with fiduciary counsel on trust and estate planning and will appointments.
• Lead client meetings, plan agenda, oversee materials, coordinate follow-up, document in Salesforce.

Skills

Client service orientation

Communication skills

Team leadership

Entrepreneurial mindset

MS Office & Salesforce

Education

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

12+ years related experience

Tools

Series 7

Series 63

CTFA/CFA/CPA preferred

Salesforce

Microsoft Office

Job description

Bessemer Trust in Naples, FL is seeking a Senior Client Advisor to lead high-net-worth client relationships and coordinate service delivery across investment management, tax, and estate planning. You will oversee a team of client advisors and specialists, ensuring superior service and ethical client care.

Responsibilities include client meetings, strategic planning, and collaboration with fiduciary counsel and internal teams.