Associate Wealth Advisor
$130k/y-$150k/y
2 days ago
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OnsiteFull-timeMid
Summary
Bessemer Trust is seeking an Associate Wealth Advisor to join their business development team in Los Angeles, CA. The role involves sourcing, initiating, and developing relationships with ultra-high net worth clients to achieve new business development goals.
About the Role
As an Associate Wealth Advisor, you will partner with Wealth Advisors to develop strategies for engaging prospective clients, support business development efforts, attend networking events, perform due diligence on leads, collaborate with specialists across various teams, and ensure a seamless onboarding process for new clients. You will also leverage Salesforce to track client activity and may need to travel for client meetings.
About You
Required:
- MBA required, CFA preferred.
- Five plus years of experience in Financial Services, with exposure to Wealth Management or related fields.
- Willingness to obtain Series 7 and 66.
- Exceptional verbal and written communication skills.
- Excellent attention to detail and organizational skills.
Preferred:
- Proficiency in MS Word, Excel, PowerPoint, and Salesforce.
- Goal-oriented, proactive, and a driven self-starter.
- Ability to contribute to a fast-paced team environment.
Benefits
- Competitive base salary plus discretionary annual bonus.
- 401(k) plan with a generous profit-sharing contribution.
- Comprehensive medical, dental, and vision plans with zero contributions for employee coverage.
- Paid time off and paid parental leave.
- Employer-paid life insurance and short- and long-term disability coverage.
Bessemer Trust
Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.
Los Angeles, CA