About this role
Client Advisor at Bessemer Trust. Location: New York, New York, United States. Role: Communicating with clients, Overseeing administration, Assisting investments Requirements: Bachelor's degree; six+ years related experience; Series 7 and Series 63 desired; CTFA/CFP/CFA a plus; proficient in Microsoft Office and Salesforce. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Microsoft Office, Excel, Outlook, PowerPoint, Word Certifications: series 7, series 63, ctfa, cfp, cfa, canon trust school Commitment: Full Time Workplace: Hybrid Languages: English