VP/Client Advisor

AllianceBernstein LP•Seattle, WA

6d•$150,000 - $175,000

About The Position

Bernstein Private Wealth Management’s Client Advisors contribute to its wealth management platform and partner with Managing Directors and senior Wealth Advisors to help high-net-worth clients address complex challenges that extend beyond money management. Client Advisors complete a two-year apprenticeship, developing an in-depth understanding of wealth management and business development. After the apprenticeship, they use their experience and platform knowledge to build their own practice and provide clients with customized financial investment solutions. The firm values advisors who orient their practices around areas that align with their passions, which may include entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors, and multigenerational families. AllianceBernstein is a global investment management firm serving institutional, retail, and private-wealth clients. It has over 4,000 employees across 57 locations in 26 countries and jurisdictions and seeks to create an inclusive, collaborative culture that supports employees’ work and career development. The stated base annual salary range is $150,000–$175,000. Actual base salary may vary based on factors including education, training, experience, past performance, and other job-related factors. Total compensation may also include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives. The position is listed in Seattle, Washington.

Requirements

At least 5 years of experience working in wealth management or financial services.
Comfort interacting with individuals of significant wealth.
Trustworthiness and personal integrity beyond reproach.
Strong academic credentials.
Passion for investing and for people.
Entrepreneurial spirit.
Intellectual curiosity.
High emotional quotient (EQ).
Determination and relentless drive for success.
Generosity in working with and within the community.
Excellent interpersonal and communication skills.
Structure and discipline.

Responsibilities

Partner with Managing Directors and senior Wealth Advisors during a two-year apprenticeship.
Develop an in-depth understanding of wealth management and essential business development skills.
Contribute to the wealth management platform and help clients address complex challenges beyond money management.
After the apprenticeship, build an independent practice using acquired experience and platform knowledge.
Provide clients with highly customized financial investment solutions.