Wealth Development Associate (UHNW Relationships)

Bessemer Trust

Naples (FL)

Hybrid

USD 110,000 - 170,000

Full time

7 days ago

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Benefits offered by this job

Hybrid work environment

401(k) with profit sharing

Tuition reimbursement

Medical, dental, and vision plans

Paid time off

Parental leave

Life insurance

Disability coverage

Wellness programs

Legal services

Job summary

Bessemer Trust is seeking an Associate Wealth Advisor to source and develop relationships with prospective ultra-high net worth clients in the Naples, FL region. You will partner with Wealth Advisors to move prospects to clients, supporting onboarding and cross-functional collaboration to meet new business goals.

Qualified candidates have an MBA, CFA preferred, and 5+ years in financial services, with Series 7/66 willingness.

Qualifications

MBA required; CFA preferred.
Five+ years in Financial Services with Wealth Management exposure.
Willingness to obtain Series 7 and 66.
Exceptional verbal and written communication skills.
Excellent attention to detail and organizational skills; able to multitask.
Goal-oriented, proactive, and a driven self-starter.
Able to contribute to a fast-paced team environment.
Proficiency in MS Word, Excel, PowerPoint and Salesforce.

Responsibilities

Partner with Wealth Advisors to identify and engage prospective clients to achieve business development goals.
Support sourcing, profiling, meetings, and interaction with Relationship Acceptance Committee.
Identify networking events to deepen relationships with prospective clients and referral sources.
Perform due diligence on prospective client leads from various sources.
Collaborate with Wealth Planning, Family Office, Investments and Client Advisory teams.