Bessemer Trust · 11 hours ago
Associate Wealth Advisor
San Francisco, CA
Full-time
Hybrid
Mid, Senior Level
$140K/yr - $160K/yr
5+ years expBessemer Trust is a family office overseeing more than $200 billion in assets for ultra-high net worth clients. The Associate Wealth Advisor will play a key role in sourcing and developing relationships with prospective clients, collaborating with Wealth Advisors to achieve business development goals.
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
Required
MBA required
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
Preferred
CFA preferred
Benefits
Discretionary incentive-based bonus based on individual and company performance
401 (K) program with a company profit sharing contribution
Medical, dental, vision, life insurance and disability covering
Paid holidays
Vacation
Sick days
Discretionary annual bonus for select positions
Generous annual profit-sharing contribution
Tuition reimbursement support
Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
Employee assistance (EAP) and wellness programs
Hybrid work environment: 60% in office, 40% remote for most positions
Paid time off
Paid parental leave
Employer-paid life insurance and short- and long-term disability coverage
Legal services and financial wellness plans at no cost to employees
Company
Bessemer Trust
Bessemer Trust is an investment management, wealth planning, and client service.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
R
Ryan Bottin
Vice President, Client Advisor
Kira Rosoff
Principal, Senior Wealth Advisor
Recent News
2025-07-29
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