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Bessemer Trust · 1 day ago

Associate Wealth Advisor

Los Angeles, CA

Full-time

Hybrid

Mid, Senior Level

$130K/yr - $150K/yr

5+ years exp

Bessemer Trust is a family office overseeing more than $200 billion in assets for ultra-high net worth individuals and families. The Associate Wealth Advisor will play a critical role in sourcing and developing relationships with prospective clients, supporting business development efforts, and ensuring a seamless onboarding process.

Financial ServicesWealth Management

Responsibilities

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

Qualification

Financial Services experienceWealth Management knowledgeCFA certificationSeries 7Salesforce proficiencyMS Office proficiencyCommunication skillsOrganizational skillsGoal-orientedTeam collaboration

Required

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