Senior Private Wealth Advisor

AllianceBernstein L.P.; Stamford (CT); Vor Ort; USD 175.000 - 250.000; Vollzeit

Zusammenfassung

Bernstein Private Wealth Management seeks a Wealth Advisor in Stamford, CT to build enduring client practices and attract high-net-worth clients. You will connect clients to planning and investing resources, delivering tailored guidance that aligns with values, lifestyle and philanthropy, while serving as a trusted confidant.

The role emphasizes relationship-building, integrity and a client-centric approach within a collaborative AB culture. Training supports career growth in wealth management.

Qualifikationen

• Network within the community to cultivate relationships with centers of influence such as attorneys, accountants, and business advisors.
• Proven ability to build and maintain relationships with high-net-worth clients.
• Trusted advisor with strong integrity and professional reputation.
• Experience advising clients and guiding meaningful life and business decisions.

Aufgaben

• Represent Bernstein Private Wealth Management within the communities where they work and reside and build substantial, enduring practices around client segments they are passionate about.
• Attract clients to Bernstein and help them meet increasingly complex wealth challenges.
• Connect clients to the firm’s planning and investing expertise, delivering customized advice.
• Act as trusted financial confidante and align guidance with clients’ values, lifestyle and philanthropic goals.

Kenntnisse

Entrepreneurial Spirit

Intellectual Curiosity

High EQ

Relationship Building

Networking

Communication Skills

Discipline

Investing Passion

Ausbildung

Strong academic credentials

Jobbeschreibung

Bernstein Private Wealth Management seeks a Wealth Advisor in Stamford, CT to build enduring client practices and attract high-net-worth clients. You will connect clients to planning and investing resources, delivering tailored guidance that aligns with values, lifestyle and philanthropy, while serving as a trusted confidant.

The role emphasizes relationship-building, integrity and a client-centric approach within a collaborative AB culture. Training supports career growth in wealth management.