Hiring: Senior Client Advisor Company: Bessemer Trust Location: West Palm Beach, FL Job Posted Time: 2026-09-10 11:00:07 Employment Type: Remote Target Skills & Keywords : CFA, Capital Markets, Financial Planning, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Private Banking, 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: •Prepare Annual Relationship Review and Trust Administrative Review •Respond promptly to all internal requests for information. •CONTINUING EDUCATION AND DEVELOPMENT Qualifications: •Master's degree or equivalent in a relevant field (Business Administration, Finance, Economics, Law, Taxation) •Twelve or more years related experience; or equivalent combination of education and experience •Series 7, Series 63 required. CTFA, CFA, or current law license or current CPA preferred •Well developed and sophisticated client service orientation •Exceptional communication (verbal and written) and presentation skills •Acknowledged depth and breadth of technical knowledge and expertise •Effective problem diagnosis and solution aptitude •Established track record of building collaborative relationships •Demonstrated capacity to manage a team and foster collaboration •High degree of thoroughness and attention to detail Compensation: •Flexible work environment (work from home / hybrid options) •Approve fixed-income and equity trades 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!