Private Wealth Advisor-New Business Development

6 days ago


Chicago, United States Bernstein Private Wealth Management Full time

Bernstein Private Wealth Management advises high-net-worth 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. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. 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 over 4,000 employees across 57 locations operating in 26 countries and jurisdictions. At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us What You’ll Do The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform--offering advice that truly makes a difference. Our Wealth Advisors 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. As part of clients’ inner circle, the Wealth Advisor intimately understands each client’s values, lifestyle and philanthropic goals. 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. In doing so, the Bernstein Wealth Advisor enhances clients’ financial well-being while standing out among a crowded field. What We’re Looking For 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: High Emotional Quotient ("EQ") Determination and Relentless Drive for Success Spirit of Generosity in Working With and Within Their Community Excellent Interpersonal and Communication Skills Structure and Discipline ...and the following 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 A passion for investing and for people In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $150,000 - $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. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year-end incentive compensation, and other incentives. #J-18808-Ljbffr



  • Chicago, United States Bernstein Private Wealth Management Full time

    Bernstein Private Wealth Management advises high-net-worth 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.Bernstein is distinguished among major wealth managers...

  • Family Wealth Advisor

    4 hours ago


    Chicago, United States Aaron Wealth Advisors Full time

    Join to apply for the Family Wealth Advisor role at Aaron Wealth Advisors Aaron Wealth Advisors provided pay range This range is provided by Aaron Wealth Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $150,000.00/yr - $500,000.00/yr Family Wealth Advisor, Aaron Wealth Advisors...

  • Family Wealth Advisor

    6 hours ago


    Chicago, United States Aaron Wealth Advisors Full time

    Family Wealth Advisor Join to apply for the Family Wealth Advisor role at Aaron Wealth Advisors Aaron Wealth Advisors is a premier independent Registered Investment Advisor (RIA) and national shared family office headquartered in Chicago, IL, with $3.9 billion in assets under advisement. We specialize in serving ultra‑high‑net‑worth families,...


  • Chicago, United States Goldman Sachs Full time

    Asset & Wealth Management - Private Wealth Management - Vice President, Private Wealth Advisor - Chicago/DetroitJoin to apply for the Asset & Wealth Management - Private Wealth Management - Vice President, Private Wealth Advisor - Chicago/Detroit role at Goldman SachsAsset & Wealth Management - Private Wealth Management - Vice President, Private Wealth...


  • Chicago, United States Goldman Sachs, Inc. Full time

    Job Description Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies...


  • Chicago, United States The Goldman Sachs Group Full time

    OverviewPrivate Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse...


  • Chicago, IL, United States Aaron Wealth Advisors Full time

    Senior Wealth Management Advisor, Aaron Wealth Advisors We are searching for a highly skilled Senior Wealth Management Advisor with extensive experience in serving ultra-high-net-worth (UHNW) clients to join our esteemed team. In this role, you will be the primary relationship manager and strategic advisor for a select group of families, offering them...


  • Chicago, Illinois, United States Goldman Sachs Full time $85,000 - $240,000

    Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our...


  • Chicago, United States Lido Advisors, LLC Full time

    Senior Client Development, Private Wealth 4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. DescriptionLido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth. DescriptionLido Advisors, LLC, an established and...


  • Chicago, United States Chicago Staffing Full time

    Private Bank Wealth Advisor IvThe private bank wealth advisor iv is the primary client relationship manager in the huntington private bank responsible for developing, delivering, and managing a high-net-worth client's wealth plan. duties and responsibilities include building relationships with existing and new clients, coordinating the involvement of other...