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Bessemer Trust · 1 month ago

Wealth Advisor Intern

Washington, DC

Internship

Onsite

Intern

$50/hr - $55/hr

Bessemer Trust is a family office focused on providing private wealth management services. The Wealth Advisor Internship role offers the opportunity to partner with the Wealth Advisory Team to develop client relationships and gain experience in asset allocation modeling and investment portfolio analysis.

Financial ServicesWealth Management

Responsibilities

Partner with Wealth Advisors in developing strategies to identify and engage with prospective clients

Assist in efforts to source prospective clients, create prospective client profiles and materials, and interact with the firm’s Relationship Acceptance Committee

Perform due diligence on prospective client leads received from lead generators and other related sources

Collaborate with Wealth Advisor Analysts on all prospective client analyses and presentation preparation

Leverage Salesforce to capture prospective client activity

Partner with Digital Analysts within the Wealth Advisor Solutions team on outreach campaigns and strategies in select geographic areas

Qualification

Wealth Management BusinessAnalytical SkillsMicrosoft OfficeAdobeComfortable Using TechnologyEntrepreneurialInterpersonal SkillsOrganizational SkillsCritical ThinkingSelf-starterTeam Player