Strategic Wealth Client Advisor

bessemer; Naples (FL); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Competitive base salary plus bonus

401(k) with profit-sharing

Tuition reimbursement

Medical, dental, vision plans

Hybrid work environment

Paid time off & parental leave

Life insurance & disability coverage

Legal and financial wellness programs

Job summary

Bessemer Trust is seeking a Client Advisor to strengthen client relationships and coordinate delivery of private wealth services for high net worth individuals, families, and foundations. You will liaise with Senior Client Advisors and internal specialists across Tax, Planning, Investments, and Trust Administration.

Role demands strong writing, presentation, leadership, and organizational skills. It’s a hybrid position offering comprehensive benefits and career growth within a premier wealth

Qualifications

• Bachelor's degree in a relevant field and ideally six or more related business experience. Masters preferred.
• Excellent writing and presentation skills.
• Demonstrated leadership and teamwork qualities.
• Ability to organize, complete multiple tasks within deadlines and complete accuracy.
• Series 7, Series 63 license desired with two years of Cannon Trust School or equivalent. CTFA, CFP or CFA is a plus.
• Ideally proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce.

Responsibilities

• Communicate with clients and their advisors regularly. Provide timely and thorough response.
• Attend client meetings, document issues discussed and coordinate follow up.
• Oversee preparation of client meeting materials. Create custom reports proactively and as requested.
• Document client information and communications in Salesforce.
• Oversee account opening and closing procedures and review related documents.
• Oversee account transactions and reporting.
• Review and be comfortable with client wills, trusts and governing documents and their application to client account administration.

Skills

Communication

Leadership

Organization

Time management

Excellent writing

Presentation skills

Education

Bachelor's degree

Masters preferred

Tools

Salesforce

Microsoft Office Suite

Job description

Bessemer Trust is seeking a Client Advisor to strengthen client relationships and coordinate delivery of private wealth services for high net worth individuals, families, and foundations. You will liaise with Senior Client Advisors and internal specialists across Tax, Planning, Investments, and Trust Administration.

Role demands strong writing, presentation, leadership, and organizational skills. It’s a hybrid position offering comprehensive benefits and career growth within a premier wealth