VP/Wealth Advisor, Private Wealth Management

AllianceBernstein • Stamford, CT

101d • $115,000 - $200,000

About The Position

The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform--offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients’ inner circle, the Wealth Advisor intimately understands each client’s values, lifestyle and philanthropic goals. They connect clients to the firm’s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Bernstein Wealth Advisor enhances clients’ financial well-being while standing out among a crowded field.

Requirements

• An existing network that can be continuously cultivated and expanded.
• Proven ability to build and maintain relationships with centers of influence.
• Comfortable interacting with individuals of significant wealth.
• Experience advising clients as a trusted advisor.
• 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 the community.
• Excellent interpersonal and communication skills.
• Structure and discipline.

Responsibilities

• Represent Bernstein Private Wealth Management in the community.
• Build substantial, enduring practices around client segments.
• Serve as financial confidantes to clients.
• Attract clients to Bernstein and help them meet complex challenges.
• Understand each client’s values, lifestyle, and philanthropic goals.
• Connect clients to the firm’s planning and investing expertise.

Benefits

• Base salary range of $115,000 to $200,000.
• Commissions and year-end incentive compensation.
• Ongoing professional development and continuing education.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees