Associate Wealth Advisor

Overview

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.

• 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.

• 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.

The base salary range for this position is $ - $. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range. In addition, this position may be eligible for a discretionary incentive-based bonus based on individual and company performance.

Eligible employees may participate in a 401(k) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability covering and paid holidays, vacation, and sick days.

Bessemer is committed to creating a diverse and inclusive environment, and is proud to be an equal opportunity employer. We encourage candidate of diverse backgrounds to apply.

Bessemer Trust is a family office, overseeing more than $200 billion in assets for over 3,100 individuals and families of substantial wealth. Its more than 1,200 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service. Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family.

As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel. Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to…