More jobs:
Wealth Development Associate; UHNW Relationships
Job in
Naples, Collier County, Florida, 33939, USA
Listed on 2026-09-04
Listing for:
Bessemer Trust
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bessemer Trust is seeking an Associate Wealth Advisor to source and develop relationships with prospective ultra-high net worth clients in the Naples, FL region. You will partner with Wealth Advisors to move prospects to clients, supporting onboarding and cross-functional collaboration to meet new business goals.
Qualified candidates have an MBA, CFA preferred, and 5+ years in financial services, with Series 7/66 willingness.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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