Senior Wealth Advisor & Trusted-Advisor Leader

AllianceBernstein; Boston (MA); In loco; USD 175.000 - 200.000; Tempo pieno

Descrizione del lavoro

Bernstein Private Wealth Management is seeking a Wealth Advisor to represent the firm in local communities and build enduring client practices around dedicated segments. You will connect clients with planning and investing expertise in a customized manner, acting as a trusted financial confidant with a focus on long‑term relationships.

The program includes a comprehensive 13‑week training and ongoing professional development, with base compensation highlighted by a strong salary and potential

Competenze

• Existing network within the community that can be cultivated and expanded
• Proven ability to build relationships with attorneys, accountants and business advisors
• Comfortable interacting with individuals of significant wealth
• Trusted advisor for meaningful life and business decisions

Mansioni

• Represent Bernstein Private Wealth Management within the communities where they work and reside
• Build substantial, enduring client practices around segments they are passionate about
• Connect clients to the firm’s planning and investing expertise in a customized way
• Support clients’ financial well‑being and act as their financial confidante

Conoscenze

Entrepreneurial Spirit

Intellectual Curiosity

High EQ

Determination

Generosity in Community

Interpersonal & Communication Skills

Structure & Discipline

Formazione

Strong academic credentials

Descrizione del lavoro

Bernstein Private Wealth Management is seeking a Wealth Advisor to represent the firm in local communities and build enduring client practices around dedicated segments. You will connect clients with planning and investing expertise in a customized manner, acting as a trusted financial confidant with a focus on long‑term relationships.

The program includes a comprehensive 13‑week training and ongoing professional development, with base compensation highlighted by a strong salary and potential