Senior Wealth Advisor for High‑Net‑Worth Clients

Bernstein Private Wealth Management; Seattle (WA); Sur place; USD 120 000 - 190 000; Plein temps

Résumé du poste

Bernstein Private Wealth Management is seeking a Wealth Advisor to represent the firm in communities and build enduring practices around client segments. Advisors serve as trusted confidantes, connecting clients to Bernstein’s planning and investing resources to help meet complex wealth goals.

Ideal candidates have strong EQ, drive for success, and excellent interpersonal and communication skills, with a proven ability to engage with high-net-worth individuals and multigenerational families.

Qualifications

• Existing network that can be cultivated and expanded within the community
• Proven ability to build and maintain relationships with centers of influence (attorneys, accountants, business advisors)
• Comfortable interacting with individuals of significant wealth
• Experience advising clients and being trusted advisor, not only on financial decisions
• Trustworthiness and personal integrity beyond reproach
• Passion for investing and for people

Responsabilités

• Attract and develop substantial, enduring client relationships
• Build and manage a client-centric wealth management practice
• Understand clients’ values, lifestyle and philanthropic goals
• Connect clients to Bernstein PWM’s planning and investing expertise
• Collaborate with a team of specialists to deliver comprehensive advice

Connaissances

Emotional Quotient (EQ)

Drive for success

Interpersonal skills

Communication skills

Discipline and structure

Formation

Strong academic credentials

Description du poste

Bernstein Private Wealth Management is seeking a Wealth Advisor to represent the firm in communities and build enduring practices around client segments. Advisors serve as trusted confidantes, connecting clients to Bernstein’s planning and investing resources to help meet complex wealth goals.

Ideal candidates have strong EQ, drive for success, and excellent interpersonal and communication skills, with a proven ability to engage with high-net-worth individuals and multigenerational families.