Wealth Advisor Intern

About the job
Job Summary  The Wealth Advisor Internship role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer’s ultra-high net worth clients and prospects. This individual will partner with the Wealth Advisory Team to help source and develop relationships with prospective clients. The internship will help develop skills in communication, relationship building, asset allocation modeling, and investment portfolio analysis.

Responsibilities
Partner with Wealth Advisors in developing strategies to identify and engage with prospective clients
Assist in efforts to source prospective clients, create prospective client profiles and materials, and interact with the firm’s Relationship Acceptance Committee.
Perform due diligence on prospective client leads received from lead generators and other related sources.
Collaborate with Wealth Advisor Analysts on all prospective client analyses and presentation preparation.
Leverage Salesforce to capture prospective client activity.
Partner with Digital Analysts within the Wealth Advisor Solutions team on outreach campaigns and strategies in select geographic areas.
Qualifications 
Actively pursuing MBA
Proficient in Microsoft Office and Adobe
Strong desire to understand the Wealth Management Business
Comfortable using technology
Entrepreneurial
Organizational skills, detailed orientated
Analytical Skills
Self-starter
Strong interpersonal skills
Team player
Ability to think critically while working in a fast paced environment
The Bessemer Trust Internship Program Our summer internship program offers real world experience working side-by-side with experts from departments and offices across our firm. Working within your designated team, you will manage individual and group projects, interact with senior leaders, network with fellow interns, and attend a variety of career development sessions virtually and in person at our New York headquarters.

This 10-week program is designed to mirror the experience of a full-time employee to help you discover where your strengths and interests lie, paving the path to explore your career at Bessemer and beyond.

Company Information And Culture Bessemer Trust is a family office, overseeing more than $200 billion in assets for over 3,100 individuals and families of substantial wealth. Its more than 1,200 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 118 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.
Compensation Information The hourly rate for this position ranges from $50.00 - $55.00. Hourly rates will vary and will be based on various factors.