VP/Wealth Advisor

AllianceBernstein LP • New York, NY

4d

About The Position

The Wealth Advisor represents Bernstein Private Wealth Management in the communities where they work and reside. They build and develop enduring practices around client segments they are passionate about, serving as clients’ financial confidantes and helping them address complex challenges that extend beyond wealth management. The Advisor learns each client’s values, lifestyle, and philanthropic goals and connects them with customized planning and investment expertise to support informed wealth decisions and improve their financial well-being.

Bernstein Private Wealth Management advises high-net-worth clients on planning for and living with the complexities of wealth. The firm offers a holistic approach, flexible process, innovative research, sophisticated modeling, and investment solutions, 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 for the role. Training is facilitated by portfolio managers, wealth strategists, senior Advisors, and senior management. The firm also provides continuing education and ongoing professional development throughout Advisors’ careers.

The base salary range is $175,000–$250,000. Actual base salary may vary based on education, training, experience, past performance, and other job-related factors. Total compensation may also include benefits, year-end incentive compensation, and other incentives, depending on eligibility. Location: New York, New York.

Requirements

• Maintain an existing network that can be continuously cultivated and expanded within the community.
• Demonstrate the ability to build and maintain relationships with centers of influence, such as attorneys, accountants, and business advisors.
• Be comfortable interacting with individuals of significant wealth.
• Have experience advising clients and being regarded as a trusted advisor for financial, life, and business decisions.
• Demonstrate trustworthiness and personal integrity beyond reproach.
• Have strong academic credentials.
• Show passion for investing and for people.
• Demonstrate entrepreneurial spirit, intellectual curiosity, high emotional quotient, determination and drive, generosity in working with and within the community, excellent interpersonal and communication skills, and structure and discipline.

Responsibilities

• Represent Bernstein Private Wealth Management within the communities where they work and reside.
• Build and develop a substantial, enduring advisory practice around client segments aligned with their interests and passions.
• Attract clients to Bernstein and help them navigate increasingly complex challenges that extend beyond managing wealth.
• Understand clients’ values, lifestyles, and philanthropic goals.
• Connect clients with customized planning and investment expertise to help them make informed wealth decisions.
• Support clients’ financial well-being through personalized advice.

Benefits

• Benefits may be included depending on eligibility; specific benefits are not listed.
• Year-end incentive compensation and other incentives may be included depending on eligibility.
• Continuing education and ongoing professional development.

What This Job Offers

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