Senior Wealth Advisor

Bessemer Trust

West Palm Beach, FL

JOB DETAILS
SKILLS
Accounting, Alliance/Partner Management, Banking Services, Brand Marketing (Branding), Business Development, Business Strategy, Career Development, Coaching, Communication Skills, Conferences, Customer Relations, Disability Accommodations, Due Diligence, Entrepreneurship, Estate Planning, Family Planning, Financial Planning, High Net Worth, Investment Services, Lead Generation, Leadership, Life Insurance, Marketing Software, Mentoring, Office Management, Onboarding, Online Marketing, Regulatory Compliance, Relationship Management, Sales Management, Sales Prospecting, Series 63, Series 7, Strategic Planning, Tax Planning, Team Player, Thought Leadership, Tuition Reimbursement, Wealth Management
LOCATION
West Palm Beach, FL
POSTED
Today

Position SummaryBessemer Trust is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on new business development. This individual will be responsible for identifying, cultivating, and converting ultra-high-net-worth (UHNW) prospective clients into long-term clients within their assigned geographic region. The ideal candidate will have deep industry relationships, a consultative approach, and a proven track record of successfully sourcing and establishing new client relationships.Key ResponsibilitiesDevelop and execute targeted outreach strategies to attract prospective clients.Source new UHNW prospective clients through personal networks, centers of influence, and strategic partnerships.Represent Bessemer Trust at industry events and conferences to build brand awareness, generate leads, and expand community outreach.Lead prospective client engagement efforts from initial relationship inception to onboarding, including prospective client due diligence, meeting management, and adhering to all compliance requirements.Collaborate with key specialists across Bessemer Trust's Wealth Planning, Family Office Management, Investments, and Client Advisors to develop customized and tailored prospective client solutions.Build and expand relationships with attorneys, accountants, family offices and their firms in addition to other referral sources.Leverage thought leadership and firm resources to engage prospective clients and deepen interest.Stay informed on competitor landscape and UHNW client trends within the assigned geographic region.Provide feedback to leadership on business development strategies and opportunities.Coach and mentor Associate Wealth Advisors and Wealth Advisor Analysts to support continuous career development.Partner with Wealth Advisor Solutions team on digital marketing efforts within the assigned geographic region.QualificationsSubstantial experience in the wealth management industry and knowledge of related product areas.M.B.A. or J.D. preferred, or equivalent combination of education and/or experience.Comprehensive knowledge of investments, tax and estate planning and/or banking services.Proven track record of successful business building and relationship management.Collaborative and excellent communicator.Goal-oriented, self-starter.Series 7 license and a Series 63 license (or its equivalent), or willing to obtain.BenefitsCompetitive base salary plus discretionary annual bonus for select positionsA 401(k) plan with a generous annual profit‑sharing contributionPersonalized development and career opportunities, including tuition reimbursement supportComprehensive medical, dental, and vision plans with zero contributions for employee coverageEmployee assistance (EAP) and wellness programsHybrid work environment: 60% in office, 40% remote for most positionsPaid time off and paid parental leaveEmployer‑paid life insurance and short‑ and long‑term disability coverageLegal services and financial wellness plans at no cost to employees#J-18808-Ljbffr

About the Company

B

Bessemer Trust