Associate Wealth Advisor

Bessemer Trust • Naples, FL

1d • Hybrid

About The Position

This is an exciting opportunity to be a key member of Bessemer Trust’s business
development team. In this role, you will be involved in sourcing, initiating,
and developing relationships with prospective, ultra-high net worth clients in
partnership with Wealth Advisor and Senior Wealth Advisor professionals within
your assigned geographical region. The Associate Wealth Advisor will be critical
to efforts to convert prospective clients into clients and in achieving
assigned, annual new business development goals.

Requirements

• MBA required, CFA preferred
• Ideally five plus years of prior experience in Financial Services, with some exposure to Wealth Management, Investment Management, Investment Banking, or related fields.
• Willingness to obtain Series 7 and 66.
• Exceptional verbal and written communication skills.
• Excellent attention to detail and organizational skills with the ability to multitask.
• Candidate must be goal-oriented, proactive, and a driven self-starter.
• Ability to initiate and actively contribute to a fast paced team environment.
• Proficiency in MS Word, Excel, PowerPoint and Salesforce.

Responsibilities

• Partner with Wealth Advisors and Senior Wealth Advisors in developing strategies to identify and engage with prospective clients from relationship inception to conversion to clients in achieving assigned business development goals.
• Support business development efforts including sourcing prospective clients, creating prospective client profiles and materials, organizing meetings, and interacting with the Firm’s Relationship Acceptance Committee.
• Identify and attend appropriate networking events to deepen relationships with prospective clients, key prospective client referral sources, and industry experts.
• Perform due diligence on prospective client leads received from lead generators and other related sources.
• Collaborate with key specialists across Bessemer’s Wealth Planning, Family Office Management, Investments, and Client Advisory teams in support of business development efforts within your assigned geographic area.
• Develop proficiency in asset allocation modeling and analysis of investment portfolios, fixed income portfolios, and tax transitions.
• Ensure a seamless onboarding process for prospective clients by effectively managing the transition to the designated Client Advisory team.
• Collaborate with Wealth Advisor Analysts on all prospective client analyses and presentation preparation.
• Diligently leverage Salesforce to capture all prospective client activity.
• Travel as needed to conferences and prospective client meetings.

Benefits

• Competitive base salary plus discretionary annual bonus for select positions
• A 401(k) plan with a generous annual profit-sharing contribution
• Personalized development and career opportunities, including tuition reimbursement support
• Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
• Employee assistance (EAP) and wellness programs
• Hybrid work environment: 60% in office, 40% remote for most positions
• Paid time off and paid parental leave
• Employer-paid life insurance and short- and long-term disability coverage
• Legal services and financial wellness plans at no cost to employees

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level