VP/Wealth Advisor

AllianceBernsteinStamford, CT
403d$115,000 - $200,000

About The Position

The Wealth Advisor at Bernstein Private Wealth Management plays a crucial role in advising high-net-worth clients on complex wealth management challenges. This position emphasizes building enduring client relationships and providing personalized financial guidance that aligns with clients' values and goals. Wealth Advisors are expected to leverage their networks and expertise to enhance clients' financial well-being while contributing to the firm's collaborative culture.

Requirements

  • Existing network that can be cultivated and expanded within the community.
  • Proven ability to build and maintain relationships with centers of influence such as attorneys and accountants.
  • Experience advising clients as a trusted advisor for both financial and meaningful life decisions.
  • High Emotional Quotient (EQ) and excellent interpersonal skills.
  • Strong academic credentials and a passion for investing.

Nice To Haves

  • Experience working with entrepreneurs, nonprofit organizations, and high-net-worth individuals.
  • Strong determination and drive for success.
  • Generosity in working with and within the community.

Responsibilities

  • Represent Bernstein Private Wealth Management within local communities.
  • Build and maintain substantial client practices around personal passions.
  • Serve as a financial confidante to clients, helping them navigate complex wealth management challenges.
  • Connect clients to the firm's planning and investing expertise in a customized manner.
  • Enhance clients' financial well-being through informed decision-making.

Benefits

  • Comprehensive training program including a 13-week immersive training.
  • Ongoing professional development and continuing education opportunities.
  • Competitive base salary with potential for commissions and year-end incentives.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Education Level

No Education Listed

Number of Employees

1,001-5,000 employees

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