VP/Wealth Advisor

AllianceBernstein • Atlanta, GA

4d

About The Position

The Wealth Advisor represents Bernstein Private Wealth Management in the communities where they work and reside, building a substantial, enduring practice around client segments they are passionate about. The role involves attracting clients to Bernstein and serving as a trusted financial confidante as clients address increasingly complex challenges that extend beyond wealth management. Advisors seek to understand each client’s values, lifestyle, and philanthropic goals, then connect them with the firm’s planning and investment expertise through customized advice that helps them make informed wealth decisions.

Wealth Advisors work collaboratively with teams of specialists and draw on Bernstein’s planning resources, research, modeling, and investment solutions to advise high-net-worth clients. Bernstein provides an immersive 13-week training program for every Advisor, followed by continuing education and ongoing professional development throughout their careers.

Requirements

• 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.
• Comfort interacting with individuals of significant wealth.
• Experience advising clients and being regarded as a trusted advisor on financial decisions and meaningful life and business decisions.
• Trustworthiness and personal integrity beyond reproach.
• Strong academic credentials.
• Passion for investing and for people.
• Excellent interpersonal and communication skills.
• Structure and discipline.
• Entrepreneurial spirit, intellectual curiosity, high emotional quotient, determination and drive for success, and a spirit of generosity in working with and within the community.

Responsibilities

• Represent Bernstein Private Wealth Management within the communities where they work and reside.
• Build and maintain a substantial, enduring advisory practice focused on client segments aligned with their passions.
• Attract clients to Bernstein and serve as a trusted financial confidante.
• Understand clients’ values, lifestyle, and philanthropic goals.
• Connect clients with customized planning and investment expertise to help them make informed wealth decisions.
• Advise clients on financial matters and meaningful life and business decisions.
• Collaborate with teams of specialists to provide personalized service and address clients’ wealth-related challenges.

Benefits

• Immersive 13-week training program.
• Continuing education and ongoing professional development throughout Advisors’ careers.
• Collaborative culture in which clients are supported by teams of specialists.

What This Job Offers

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