Elite Wealth Advisor for High-Net-Worth Growth

Bernstein Private Wealth Management; Seattle (WA); On-site; USD 90,000 - 170,000; Full time

Job summary

Bernstein Private Wealth Management seeks a Wealth Advisor to serve high-net-worth clients, understand values and goals, and connect clients with planning and investing resources. You will build enduring practices around client segments you care about and act as a trusted financial confidante as you help clients meet complex wealth challenges.

The role emphasizes relationships, integrity, and collaboration with Bernstein’s team to deliver holistic, customized advice and thoughtful outcomes for

Qualifications

• Existing network within the community can be cultivated and expanded
• Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors
• Experience advising clients and being regarded as a trusted advisor for meaningful life and business decisions
• Trustworthiness and personal integrity beyond reproach
• Strong academic credentials
• A passion for investing and for people

Skills

Networking

Relationship-building

Financial planning

Communication

Job description

Bernstein Private Wealth Management seeks a Wealth Advisor to serve high-net-worth clients, understand values and goals, and connect clients with planning and investing resources. You will build enduring practices around client segments you care about and act as a trusted financial confidante as you help clients meet complex wealth challenges.

The role emphasizes relationships, integrity, and collaboration with Bernstein’s team to deliver holistic, customized advice and thoughtful outcomes for