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
• Interact comfortably with individuals of significant wealth
• Advising clients on financial decisions and meaningful life and business decisions
• Connecting clients to the firm’s vast planning and investing expertise
• Enhancing clients’ financial well-being

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

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, commissions, year-end incentive compensation, and other incentives.

Pay

Base Salary Range: $175,000 to $250,000.

Schedule

Not specified.

Skills

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

Benefits

TRUSTWORTHINESS—We are accountable.
INNOVATION—We’re always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes.
TEAMWORK—We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service.
EQUITY—We are committed to building a culture of diverse perspectives – one where all employees feel valued and are treated fairly.
COMMUNITY—We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals.
RESPONSIBILITY–We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us.

Company Information

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