Senior Wealth Advisor — Build an Elite Practice

Bernstein Private Wealth Management; Tampa (FL); On-site; USD 120,000 - 300,000; Full time

Job summary

Bernstein Private Wealth Management is seeking a Wealth Advisor who will represent the firm in local communities, building enduring client practices aligned with clients' values and philanthropic goals. Advisors connect clients to planning and investment resources and act as trusted confidants beyond wealth management.

The role emphasizes relationship-building with centers of influence, serving high-net-worth individuals, and contributing to a collaborative, client-centric culture.

Qualifications

• An existing network that can be 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 beyond financial decisions.
• Trustworthiness and personal integrity.
• Strong academic credentials.
• A passion for investing and for people.

Responsibilities

• Represent Bernstein PWM within the communities where you work and reside.
• Attract clients and build substantial, enduring practices around client segments you are passionate about.
• Serve as a financial confidante, connecting clients to planning and investing resources to meet complex challenges.
• Help clients manage wealth in a way that aligns with values, lifestyle, and philanthropic goals.

Skills

Networking

Relationship building

Communication skills

EQ

Integrity

Business development

Investing passion

Job description

Bernstein Private Wealth Management is seeking a Wealth Advisor who will represent the firm in local communities, building enduring client practices aligned with clients' values and philanthropic goals. Advisors connect clients to planning and investment resources and act as trusted confidants beyond wealth management.

The role emphasizes relationship-building with centers of influence, serving high-net-worth individuals, and contributing to a collaborative, client-centric culture.