VP/Wealth Advisor
16 hours ago
Bernstein Private Wealth Management is a leading provider of wealth management services to high-net-worth clients. Our team of experts advises clients on planning for and living with the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs.
We are distinguished among major wealth managers by our holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage, and our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.
Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management. Join us in pursuing insights that unlock opportunities.
What We Stand For
We stand for trustworthiness, innovation, teamwork, equity, community, and responsibility. We are accountable, transparent, and reliable. We are always working for you, looking for new opportunities. We succeed together, and we empower 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. They build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. They connect clients to the firm's vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions.
The Ideal Candidate
What makes Bernstein Advisors unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions, such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors, and multigenerational families. With diverse backgrounds, perspectives, and broad networks, the most effective Advisors embody the following characteristics: entrepreneurial spirit, intellectual curiosity, high emotional quotient, determination and relentless drive for success, spirit of generosity in working with and within their community, excellent interpersonal and communication skills, and structure and discipline.
Key Qualifications
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, and a passion for investing and for people.
Our Market-Leading Training Program
We do not take our success for granted. The firm's culture is deeply rooted in lifelong learning, innovation, inclusion, and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. Training doesn't stop there. We support our advisors with continuing education and ongoing professional development throughout their careers.
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