VP/Client Advisor
About The Position
Who You’ll Work With: Client Advisors are partnered with Managing Directors and senior Wealth Advisors for a two-year apprenticeship period. During this time, our Client Advisors develop an in-depth understanding of the many facets of wealth management and essential business development skills that enable our distinguished team to be forefront in their community as a valued solution provider. After the apprenticeship, Client Advisors then leverage their learning experience and platform knowledge to build their own practice, providing our clients with highly customized financial investment solutions. What You’ll Do: Bernstein Private Wealth Management is widely recognized for its distinctive and unparalleled approach to offering advice that truly makes a difference for our high-net-worth clients. Our Client Advisors are essential contributors to our wealth management platform, as they partner with our most tenured professionals to ensure that our clients solve for the increasingly complex challenges that often extend well beyond money management. What We’re Looking For: What makes Bernstein Advisors unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors, and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics: Entrepreneurial Spirit Intellectual Curiosity High Emotional Quotient ("EQ") Determination and Relentless Drive for Success Spirit of Generosity in Working With and Within Their Community Excellent Interpersonal and Communication Skills Structure and Discipline ...and the following qualifications: Comfortable interacting with individuals of significant wealth At least 5 years of experience working in the Wealth Management or Financial Services verticals Trustworthiness and personal integrity that is beyond reproach Strong academic credentials A passion for investing and for people Who We Are: About AB We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! Dallas, Texas
Requirements
- Comfortable interacting with individuals of significant wealth
- At least 5 years of experience working in the Wealth Management or Financial Services verticals
- Trustworthiness and personal integrity that is beyond reproach
- Strong academic credentials
- A passion for investing and for people
- Entrepreneurial Spirit
- Intellectual Curiosity
- High Emotional Quotient ("EQ")
- Determination and Relentless Drive for Success
- Spirit of Generosity in Working With and Within Their Community
- Excellent Interpersonal and Communication Skills
- Structure and Discipline
Responsibilities
- Partner with Managing Directors and senior Wealth Advisors
- Develop an in-depth understanding of the many facets of wealth management and essential business development skills
- Leverage learning experience and platform knowledge to build their own practice
- Provide clients with highly customized financial investment solutions
- Partner with tenured professionals to ensure that clients solve for the increasingly complex challenges
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
