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Associate Client Advisor, Wealth Management — Hybrid

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Bessemer Trust
Full Time position
Listed on 2026-07-31
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below

Bessemer Trust in Miami is seeking an Associate Client Advisor to support ultra-high net worth clients by building relationships and coordinating service delivery across trust, investments and planning. You will liaison with Client Advisors and internal teams, preparing materials and documenting communications in Salesforce.

A Bachelor’s degree and interest in financial markets are preferred. This role involves client meetings, reporting, and regulatory compliance in a dynamic wealth-management

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Position Requirements
10+ Years work experience
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