Wealth Management Advisor

6 days ago

Stamford, Connecticut, United States AllianceBernstein Holding L.P. Full time
About Bernstein

Bernstein Private Wealth Management is a leading provider of wealth management services, advising high-net-worth clients on planning for and living with the complexities of wealth. Our team of experts specializes in addressing challenges that extend beyond wealth management, offering a vast network of resources tailored to clients' values and needs.

Our Approach

We take a holistic approach to wealth management, combining innovative research, sophisticated modeling, and cutting-edge investment solutions to deliver exceptional results. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.

Our Values
  • Trustworthiness: We are accountable, with integrity, transparency, and reliability at the core of our business model.
  • Innovation: We're always working for our clients, seeking new opportunities to deliver investment clarity and better outcomes.
  • Teamwork: We succeed together, with an uncommonly collaborative culture that delivers exceptional personalized service.
  • Equity: We're committed to building a culture of diverse perspectives, where all employees feel valued and treated fairly.
  • Community: We open doors, leveraging our connections and mission-aligned resources to build communities of like-minded individuals.
  • Responsibility: We're responsible citizens, empowering our people to make a positive impact for our clients, society, and the world around us.
The Role

The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. They serve as financial confidantes, attracting clients to Bernstein and helping them meet increasingly complex challenges that extend well beyond managing wealth.

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.
  • Comfortable interacting with individuals of significant wealth.
  • Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions.
  • Trustworthiness and personal integrity that is beyond reproach.
  • Strong academic credentials.
  • A passion for investing and for people.
Training and Development

We provide our advisors with the best-in-class training, including a 13-week immersive program designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. Our training doesn't stop there, with continuing education and ongoing professional development throughout their careers.

Compensation

Base Salary Range: $115,000 to $200,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Total compensation at AB may include benefits, commissions, year-end incentive compensation, and other incentives.

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