VP/Client Advisor

AllianceBernstein • Philadelphia, PA

85d • Onsite

About The Position

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. 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.

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

Nice To Haves

• 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

• Develop an in-depth understanding of the many facets of wealth management and essential business development skills.
• Partner with Managing Directors and senior Wealth Advisors.
• Leverage learning experience and platform knowledge to build their own practice.
• Provide clients with highly customized financial investment solutions.
• Partner with our most tenured professionals to ensure that our clients solve for the increasingly complex challenges that often extend well beyond money management.

Benefits

• Collaborative culture
• Inclusive culture that rewards hard work
• Intellectual curiosity and collaboration creates an environment where you can thrive and do your best work.
• Fully invested in you.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed