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Wealth Advisor

2 months ago

Naples, United States Bessemer Trust Full time

Exciting opportunity to be a key member of the Bessemer Trust business development team. In this role, you will initiate new relationships with ultra-high net worth clients on behalf of our wealth management firm. You will source and develop prospects and manage their conversion into clients, thereby driving revenues and increasing assets. This position is based in Naples, Florida. Submit your CV and any additional required information after you have read this description by clicking on the application button. Qualifications Substantial experience in the wealth management industry and knowledge of different product areas. M.B.A. or J.D. preferred, or equivalent combination of education and experience. Comprehensive knowledge of investments, tax and estate planning and/or banking services. Track record of successful business building, client development and relationship management. Collaboration, communications skills and team orientation Must be self-motivated and driven to perform. About Bessemer Trust Bessemer Trust is a leading multifamily office, overseeing more than $200 billion in assets for 3,000 individuals and families of substantial wealth. Its 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 its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does. Key Facts For 117 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family. Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C. To watch a video about Bessemer Trust’s history, click here. To learn more about Bessemer Trust, click here. About Our Employee Rewards and Benefits We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including: 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 Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.