Wealth Advisor Analyst

The Analyst role provides reporting and analytical support to the Wealth Advisory team. The Analyst's career path focuses on developing the skills and knowledge base to effectively marshal the firm's resources during the prospecting process.
Responsibilities:

• Supporting multiple wealth advisors in reporting and analysis for client prospecting activities.
• Working with the quantitative analysis group to provide wealth advisors with portfolio analyses as part of the prospecting process.
• Working with tax and estate planning professionals in the process of supporting the business development process.
• Preparing responses for RFPs for new client prospects.
• Will be responsible for using proprietary and licensed software and databases to analyze prospective clients' financial situations.
• Will be trained and expected to become proficient in asset allocation modeling, investment portfolio analysis, fixed income portfolio analysis, and tax transition portfolio analysis as it applies to prospective client accounts.
• Other responsibilities as assigned.

Qualifications:

• Bachelor's degree; Quantitative field of study strongly preferred.
• Proven interest in sales and client service.
• Excellent attention to detail.
• Proactivity and a sense of urgency.
• Goal-oriented and a motivated self-starter.
• Organizational skills and ability to manage multiple tasks.
• Strong proficiency in MS Excel and PowerPoint.
• Must obtain CFP license within 3 years of employment.

The base salary range for this position is ($80,000.00 - $110,000.00). Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range. In addition, this position may be eligible for a discretionary incentive based on individual and company performance.
Eligible employees may participate in a 401 (K) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability covering and paid holidays, vacation, and sick days.
Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position. Bessemer is committed to creating a diverse and inclusive environment, and is proud to be an equal opportunity employer. We encourage candidate of diverse backgrounds to apply.