VP/Wealth Advisor
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. Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. They 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, connecting them to the firm’s vast planning and investing expertise in a customized way to enable better, more informed wealth decisions. Bernstein Private Wealth Management advises high-net-worth clients on planning for and living with the complexities that come with wealth, specializing in challenges beyond wealth management by offering a vast network of resources. Bernstein is distinguished by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. The firm emphasizes its collaborative culture, where each client is supported by a team of specialists. Bernstein is a business unit of AllianceBernstein, a large investment manager with over 4,000 employees across 57 locations in 26 countries. The company aims to be the most trusted investment firm, valuing its people, fostering an inclusive culture that rewards hard work, intellectual curiosity, and collaboration, and investing in employee growth and career empowerment.
Requirements
- 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
- An existing network that can be continuously cultivated and expanded within the community
- Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors
- Comfortable interacting with individuals of significant wealth
- Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions
- Trustworthiness and personal integrity that is beyond reproach
- Strong academic credentials
- A passion for investing and for people
Responsibilities
- Represent Bernstein Private Wealth Management within the communities where they work and reside
- Build substantial, enduring practices around client segments for which they feel a genuine passion
- Serve as financial confidantes, initially attracting clients to Bernstein
- Help clients meet increasingly complex challenges that extend well beyond managing wealth
- Intimately understand each client’s values, lifestyle and philanthropic goals
- Connect clients to the firm’s vast planning and investing expertise, in a way that is customized
- Enable clients to make better, more informed wealth decisions
- Enhance clients’ financial well-being
Benefits
- Immersive 13-week training program
- Continuing education
- Ongoing professional development throughout their careers
- Inclusive culture that rewards hard work
- Culture of intellectual curiosity and collaboration
- Support by a team of specialists
- Vast network of resources customized to clients’ values and needs
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
Number of Employees
501-1,000 employees
