VP/Wealth Advisor

AllianceBernstein•Washington, DC

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 that align with their passions. Advisors attract and develop client relationships, serving as financial confidantes and trusted advisors as clients face increasingly complex challenges extending beyond wealth management. They learn each client’s values, lifestyle, and philanthropic goals, then connect clients with Bernstein’s planning and investment expertise through customized advice that supports informed wealth decisions and financial well-being. Bernstein Private Wealth Management advises high-net-worth clients on planning for and living with the complexities that come with wealth. Its holistic approach, flexible process, research, modeling, and investment solutions are supported by collaborative teams of specialists. Every Advisor completes an immersive 13-week training program, followed by continuing education and ongoing professional development throughout their career.

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 as well as 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.
Entrepreneurial spirit, intellectual curiosity, high emotional quotient, determination and drive for success, generosity in working with and within the community, and structure and discipline.

Responsibilities

Represent Bernstein Private Wealth Management in the communities where they work and reside.
Build and maintain a substantial, enduring advisory practice around client segments aligned with their interests and passions.
Attract clients to Bernstein and develop enduring relationships as a financial confidante and trusted advisor.
Understand clients’ values, lifestyles, and philanthropic goals.
Connect clients to the firm’s planning and investment expertise through customized advice.
Help clients address complex financial, life, and business decisions and make informed wealth decisions.
Cultivate and expand a community network and relationships with centers of influence, including attorneys, accountants, and business advisors.