VP/Client Advisor

AllianceBernstein•Seattle, WA
•$150,000 - $175,000

About The Position

Bernstein Private Wealth Management’s Client Advisors partner with Managing Directors and senior Wealth Advisors during a two-year apprenticeship. They develop an in-depth understanding of wealth management and essential business-development skills, contributing to a team that serves as a valued solution provider in its community. After the apprenticeship, Client Advisors use their experience and platform knowledge to build their own practices and provide clients with highly customized financial investment solutions. Client Advisors partner with experienced professionals to help high-net-worth clients address complex challenges that extend beyond money management. Successful advisors may build practices around areas such as entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors, or multigenerational families. The position is based in Seattle, Washington. The stated base annual salary range is $150,000–$175,000. Actual salary may vary based on factors including education, training, experience, past performance, and other job-related factors. Base salary is one component of total compensation, which may also include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives.

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.
  • Excellent interpersonal and communication skills.
  • Entrepreneurial spirit.
  • Intellectual curiosity.
  • High emotional quotient (EQ).
  • Determination and relentless drive for success.
  • Generosity in working with and within the community.
  • 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.
  • Help address high-net-worth clients’ increasingly complex challenges, including those beyond money management.
  • After the apprenticeship, use learning and platform knowledge to build an independent practice.
  • Provide clients with highly customized financial investment solutions.
  • Contribute to the team’s role as a valued solution provider in the community.

Benefits

  • Benefits may be included depending on eligibility; specific benefits are not listed.
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