VP/Wealth Advisor

About the role

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.

Responsibilities

• Build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors
• Advising clients on financial decisions and broader life and business matters
• Connecting clients to the firm's vast planning and investing expertise
• Enhancing clients' financial well-being through tailored advice
• Standing out among a crowded field of wealth management firms

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
• Comfortable interacting with individuals of significant wealth
• Experience advising clients and being regarded as a trusted advisor
• Trustworthiness and personal integrity that is beyond reproach
• Strong academic credentials
• A passion for investing and for people

Qualifications

• Entrepreneurial Spirit
• Intellectual Curiosity
• 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

Skills

• Financial Planning
• Investment Advice
• Client Relationship Management
• Collaboration and Teamwork

Benefits

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.

Pay

Base Salary Range: $175,000 - $200,000.

Schedule

N/A