Top 1109 Client advisor Jobs in Stamford, Ct

Client Advisor
Bessemer Trust Company, N.A. —Greenwich, CT
- $100,000 - $150,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Profit sharing
- Paid parental leave
Financial and Wealth Management Advisor - Stamford
Northwestern Mutual —Stamford, CT
- $75,000 - $250,000 a year
- Full-time
- Background check
- Sales
- Marketing
- Paid training
- Health insurance
Quick Apply
Financial Professional
New York Life —White Plains, NY
- $65,000.00 - $122,572.89 a year
- Full-time
- Hybrid work
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Sales Advisor – Home Remodeling
ADH Group Home Improvement —College Point, NY
- $160,000 - $180,000 a year
- Weekends as needed
- Spanish
- Sales
- English
Quick Apply
Financial Advisor
Wealth Advisory Group —Melville, NY
- $40,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate
Twenty Four Wealth Management —Darien, CT
- $65,000 - $80,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Paid training
- Paid holidays
Quick Apply
Client Service Associate / Wealth Management Operations Specialist
Asset Management Group Inc —Stamford, CT
- $75,000 - $90,000 a year
- Full-time
- Background check
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
FINANCIAL ADVISOR (WEALTH MANAGEMENT)
Aegis Capital Corp —Melville, NY
- $50,000 - $125,000 a year
- Full-time
- Background check
- Office
- Business development experience
Quick Apply
Paraplanner - Financial Planning
Davidov Wealth Group —Garden City, NY
- $79,650 - $95,000 a year
- Full-time
- Background check
- Microsoft Excel
- 11+ years
- Paid training
- Health savings account
Quick Apply
16h
Wealth Management Advisor - with Full Training & Development Program
Northwestern Mutual —New Canaan, CT
- $75,000 - $159,000 a year
- Full-time
- Background check
- Mid-level
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Porter
Miller Motorcars —Greenwich, CT
- $17 - $20 an hour
- Full-time
- Driver's License
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
LPL Financial Advisor
FourLeaf Federal Credit Union —Bethpage, NY
- From $32,000 a year
- Microsoft Word
- Mid-level
- Office
- Disability insurance
- Health insurance
Client Advisor
Habberstad BMW —Huntington Station, NY
- $100,000 - $200,000 a year
- Full-time
- Background check
- Clean driving record
- Dealership
- Paid holidays
- Health insurance
Quick Apply
Business Controller
ASML —Wilton, CT
- Full-time
- 6 years
- Writing skills
- English
Entry Level Financial Services Professional
New York Life Insurance Company/NYLIC Securities —Melville, NY
- $60,000 - $110,000 a year
- Full-time
- Bachelor's degree
- In-person
- Entry level
- Health savings account
- Health insurance
Quick Apply
Financial Advisor / Insurance professional
New York Life Insurance Company —Melville, NY
- $75,000 - $100,000 a year
- Full-time
- Mid-level
- Children
- In-person
- Continuing education credits
- Disability insurance
Quick Apply
Wealth Management Trainee (CT)
Bankers Life —Fairfield, CT
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Financial Advisor (Licensing & Training Provided)
Northwestern Mutual —White Plains, NY
- $61,000 - $250,000 a year
- Full-time
- Background check
- Sales
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Aspiring Financial Advisor Program (Licensing & Training Provided)
Northwestern Mutual —Purchase, NY
- $72,000 - $150,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Paid training
- Health savings account
Quick Apply
Financial Advisor Career Changer
Northwestern Mutual - Fairfield County —Bridgeport, CT
- $64,000 - $85,000 a year
- Full-time
- Hybrid work
- 7 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
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Client Advisor

Bessemer Trust Company, N.A. -
Greenwich, CT

Apply Now

Job Details

$100,000 - $150,000 a year

Benefits

Profit sharing
Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Customer communication

Full Job Description

The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. The Client Advisor is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations.

The Client Advisor acts internally as a liaison between Senior Client Advisors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate and Insurance Advisory.

Responsibilities:

Client Service

Communicate with clients and their advisors regularly. Provide timely and thorough response.
Attend client meetings, document issues discussed and coordinate follow up.
Oversee preparation of client meeting materials. Create custom reports proactively and as requested.
Document client information and communications in Salesforce.

Account Administration

Oversee account opening and closing procedures and review related documents.
Oversee account transactions and reporting.
Review and be comfortable with client wills, trusts and governing documents and their application to client account administration. Establish necessary automated reminders and follow through.
Coordinate with Bessemer fiduciary counsel as needed to ensure administration is in accordance with governing documents.
Prepare Annual Relationship Reviews and assure that all accounts comply with all regulatory requirements.

Investment Management

Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset allocation and investment performance, and overseeing investment transition.
Monitor daily internal reports and work with account team to resolve any issues, such as overdrafts.
Coordinate client requests for funds including regular disbursements.
Prepare asset allocation simulation modeling.

Trust Administration

Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts and for all special investments in trust.
Make required distributions from trusts and foundations.
Coordinate annual unitrust payments and private foundation grant payments with tax department.
Process gifts to charity and family. Prepare and send Crummey letters as appropriate.
Coordinate with tax department (or clients outside tax preparers) on reporting gifts to, and use of GST exemption on gift tax returns for, irrevocable trusts.
Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required and pay life insurance premiums.
Other duties and responsibilities as assigned.

Qualifications:

Bachelor's degree in a relevant field and ideally 5+ years of related business experience.
Excellent writing and presentation skills.
Demonstrated leadership and teamwork qualities.
Ability to organize, complete multiple tasks within deadlines and complete accuracy.
Series 7 license desired.
Trust experience, CTFA, CFP or CFA is a plus.
Ideally, proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce.

The base salary range for this position is $100,000 - $150,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit's incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.

About Bessemer Trust:

Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:

For more than 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
To watch a video about Bessemer Trust's history, click here.
To learn more about Bessemer Trust, click here.

About Our Employee Rewards and Benefits:

We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
Competitive base salary plus discretionary annual bonus for select positions
A 401(k) plan with a generous annual profit-sharing contribution
Personalized development and career opportunities, including 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 and 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

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.

Apply Now

Refine Your Search

client advisor jobs in stamford, ct

Client Advisor

Financial and Wealth Management Advisor - Stamford

Financial Professional

Sales Advisor – Home Remodeling

Financial Advisor

Client Service Associate

Client Service Associate / Wealth Management Operations Specialist

FINANCIAL ADVISOR (WEALTH MANAGEMENT)

Paraplanner - Financial Planning

Wealth Management Advisor - with Full Training & Development Program

Porter

LPL Financial Advisor

Client Advisor

Business Controller

Entry Level Financial Services Professional

Financial Advisor / Insurance professional

Wealth Management Trainee (CT)

Financial Advisor (Licensing & Training Provided)

Aspiring Financial Advisor Program (Licensing & Training Provided)

Financial Advisor Career Changer

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