VP/Wealth Advisor

AllianceBernstein LP•New York, NY

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. Advisors attract clients to Bernstein and serve as trusted financial confidantes, helping clients navigate increasingly complex challenges beyond managing wealth. They learn clients’ values, lifestyles, and philanthropic goals, then connect them with the firm’s planning and investment expertise through customized advice that supports better-informed wealth decisions and enhances financial well-being. Bernstein Private Wealth Management advises high-net-worth clients on planning for and living with the complexities of wealth. Its holistic approach, flexible process, innovative research, sophisticated modeling, and investment solutions are supported by a collaborative team of specialists. Bernstein is a business unit of AllianceBernstein, which has more than 4,000 employees across 57 locations in 26 countries and jurisdictions. Every Advisor completes an immersive 13-week training program covering critical areas and providing foundational knowledge and skills. The program is led by portfolio managers, wealth strategists, senior Advisors, and senior management. Advisors also receive 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, meaningful life, and business decisions.
Trustworthiness and personal integrity beyond reproach.
Strong academic credentials.
A passion for investing and for people.
Excellent interpersonal and communication skills.
Structure and discipline.

Nice To Haves

Entrepreneurial spirit.
Intellectual curiosity.
High emotional quotient (EQ).
Determination and relentless drive for success.
A spirit of generosity in working with and within the community.
A practice focus or passion involving entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors, or multigenerational families.

Responsibilities

Represent Bernstein Private Wealth Management within the communities where they work and reside.
Build a substantial, enduring advisory practice around client segments aligned with their passions.
Attract clients to Bernstein and serve as a trusted financial confidante.
Understand clients’ values, lifestyles, and philanthropic goals.
Connect clients to the firm’s planning and investment expertise through customized advice.
Help clients make informed wealth decisions and address complex challenges beyond wealth management.