Senior Wealth Advisor – Trusted, Holistic Guidance

Bernstein Private Wealth Management; Washington (District of Columbia); On-site; USD 120,000 - 240,000; Full time

Job summary

Bernstein Private Wealth Management seeks a Wealth Advisor to represent our firm in the communities where they work and reside. The role focuses on building substantial, enduring practices around client segments aligned with genuine passions, serving as a trusted confidante for sophisticated wealth decisions.

Our Advisors connect clients to Bernstein's planning and investing expertise, delivering customized guidance that goes beyond wealth management while upholding integrity and a

Qualifications

• Existing network within the community for ongoing client development.
• Proven ability to build and maintain relationships with centers of influence (attorneys, accountants).
• Comfortable engaging with high-net-worth individuals and families.
• Trusted advisor mindset beyond financial decisions to life/business guidance.

Responsibilities

• Build substantial, enduring practices around client segments you are passionate about.
• Advise and serve as a financial confidante, guiding clients through complex wealth challenges.
• Connect clients to Bernstein's planning and investing expertise in a customized manner.

Skills

High EQ

Determination

Drive for success

Generosity in community

Interpersonal skills

Communication skills

Structure and discipline

Education

Strong academic credentials

Job description

Bernstein Private Wealth Management seeks a Wealth Advisor to represent our firm in the communities where they work and reside. The role focuses on building substantial, enduring practices around client segments aligned with genuine passions, serving as a trusted confidante for sophisticated wealth decisions.

Our Advisors connect clients to Bernstein's planning and investing expertise, delivering customized guidance that goes beyond wealth management while upholding integrity and a