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Wealth Client Advisor Associate — Hybrid
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-08-14
Listing for:
Bessemer Trust
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bessemer Trust is seeking an Associate Client Advisor in Dallas to support ultra-high-net-worth clients. You will manage client relationships, coordinate service delivery across departments, and prepare materials for meetings.
You will liaise with Senior Advisors, participate in investment and account administration tasks, and stay current on market trends to advise clients effectively.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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