Senior Client Advisor
Bessemer Trust
- Experience
- 12+ yrs
- Location
- Naples, Florida, United States
- Job type
- Full-time
Required skills
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Salesforce
About the role
Master's degree in business, finance, economics, law, or taxation; 12+ years related experience; Series 7 and 63 required; CTFA, CFA, law license, or CPA preferred; proficiency in Microsoft Office and Salesforce.
About Bessemer Trust
Privately owned family office providing investment management, wealth planning, and family-office services to high-net-worth individuals and families.
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