ZipRecruiter

Log In

1

Senior Client Advisor Jobs in Boca Raton, FL (NOW HIRING)

Northern Trust

Senior Banking Advisor

Boca Raton, FL · On-site

$129K - $130K/yr

The Senior Banking Advisor is responsible for developing new client relationships and deepening existing ones for the Bank. This individual manages complex credit and deposit relationships for high ...

Northern Trust

Senior Banking Advisor

Boca Raton, FL · On-site

$129K - $130K/yr

The Senior Banking Advisor is responsible for developing new client relationships and deepening existing ones for the Bank. This individual manages complex credit and deposit relationships for high ...

Northern Trust

Senior Banking Advisor

Boca Raton, FL · On-site

$129K - $129K/yr

The Senior Banking Advisor is responsible for developing new client relationships and deepening existing ones for the Bank. This individual manages complex credit and deposit relationships for high ...

next page

Showing results 1-20

All JobsClient Advisor JobsSenior Client Advisor JobsSenior Client Advisor Jobs in Boca Raton, FL

Senior Client Advisor information

See Boca Raton, FL salary details

$4

$46

$75

How much do senior client advisor jobs pay per hour?

As of Jul 11, 2026, the average hourly pay for senior client advisor in Boca Raton, FL is $46.00, according to ZipRecruiter salary data. Most workers in this role earn between $39.13 and $66.11 per hour, depending on experience, location, and employer.

How does a Senior Client Advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What are the key skills and qualifications needed to thrive as a Senior Client Advisor, and why are they important?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What is a Senior Client Advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.
What are the most commonly searched types of Client Advisor jobs in Boca Raton, FL? The most popular types of Client Advisor jobs in Boca Raton, FL are:
What are popular job titles related to Senior Client Advisor jobs in Boca Raton, FL? For Senior Client Advisor jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Senior Client Advisor jobs in Boca Raton, FL look for? The top searched job categories for Senior Client Advisor jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Senior Client Advisor jobs? Cities near Boca Raton, FL with the most Senior Client Advisor job openings:
Senior Client Advisor jobs near you
Senior Wealth Advisor

Senior Wealth Advisor

Bessemer Trust Company

West Palm Beach, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Job description

Position Summary:
Bessemer Trust is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on new business development. This individual will be responsible for identifying, cultivating, and converting ultra-high-net-worth (UHNW) prospective clients into long-term clients within their assigned geographic region. The ideal candidate will have deep industry relationships, a consultative approach, and a proven track record of successfully sourcing and establishing new client relationships.
Key Responsibilities:
  • Develop and execute targeted outreach strategies to attract prospective clients.
  • Source new UHNW prospective clients through personal networks, centers of influence, and strategic partnerships.
  • Represent Bessemer Trust at industry events and conferences to build brand awareness, generate leads, and expand community outreach.
  • Lead prospective client engagement efforts from initial relationship inception to onboarding, including prospective client due diligence, meeting management, and adhering to all compliance requirements.
  • Collaborate with key specialists across Bessemer Trust's Wealth Planning, Family Office Management, Investments, and Client Advisors to develop customized and tailored prospective client solutions.
  • Build and expand relationships with attorneys, accountants, family offices and their firms in addition to other referral sources.
  • Leverage thought leadership and firm resources to engage prospective clients and deepen interest.
  • Stay informed on competitor landscape and UHNW client trends within the assigned geographic region.
  • Provide feedback to leadership on business development strategies and opportunities.
  • Coach and mentor Associate Wealth Advisors and Wealth Advisor Analysts to support continuous career development.
  • Partner with Wealth Advisor Solutions team on digital marketing efforts within the assigned geographic region.

Qualifications:
  • Substantial experience in the wealth management industry and knowledge of related product areas.
  • M.B.A. or J.D. preferred, or equivalent combination of education and/or experience.
  • Comprehensive knowledge of investments, tax and estate planning and/or banking services.
  • Proven track record of successful business building and relationship management.
  • Collaborative and excellent communicator.
  • Goal-oriented, self-starter.
  • Series 7 license and a Series 63 license (or its equivalent), or willing to obtain.

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 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

Apply