Hiring: Client Advisor Company: Bessemer Trust Location: Atlanta, GA Job Posted Time: 2026-09-10 11:00:07 Employment Type: Remote Target Skills & Keywords : CFA, CFP, Financial Planning, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Salesforce, Series 7, Wealth Management About the job Experience: •119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family. Required Skills: •Communicate with clients and their advisors regularly. Provide timely and thorough response. •Attend client meetings, document issues discussed and coordinate follow up. •Oversee preparation of client meeting materials. Create custom reports proactively and as requested. •Document client information and communications in Salesforce. •Oversee account opening and closing procedures and review related documents. •Oversee account transactions and reporting. •Review and be comfortable with client wills, trusts and governing documents and their application to client account administration. Establish necessary automated reminders and follow through. •Coordinate with Bessemer fiduciary counsel as needed to ensure administration is in accordance with governing documents. Qualifications: •Bachelor's degree in a relevant field and ideally six or more of related business experience. Masters preferred. •Excellent writing and presentation skills. •Demonstrated capacity to travel 20% of the year, as business needs require. •Demonstrated leadership and teamwork qualities. •Demonstrated capacity to organize, complete multiple tasks within deadlines and complete accuracy. •Series 7, Series 63 license desired with two years of Cannon Trust School or equivalent. CTFA, CFP or CFA is a plus. •Ideally, proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce. •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. •For more than 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family. Compensation: •Flexible work environment (work from home / hybrid options) •Competitive base salary plus discretionary annual bonus for select positions Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!