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Financial Advisor

UHNW Client Advisor & Wealth Services Lead

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Bessemer Trust
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Advisor
Job Description & How to Apply Below
A financial services firm in Atlanta is seeking a Client Advisor to manage relationships with ultra-high net worth clients. The role involves client communication, account administration, investment management, and trust administration. Candidates should possess a bachelor's degree, excellent skills in writing and teamwork, and be proficient in Salesforce and Microsoft Office. This position offers a unique opportunity to work collaboratively within a dedicated professional team.
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