Senior Wealth Advisor - Trusted Partner to High Net Worth

Bernstein Private Wealth Management; New York (NY); On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

Comprehensive training program

Continuing education opportunities

Job summary

Bernstein Private Wealth Management in New York is seeking Wealth Advisors to represent the firm in their communities. Advisors will build genuine client relationships and help clients navigate complex financial decisions. This role requires entrepreneurial spirit, emotional intelligence, and strong communication skills, while also needing a passion for investing. Bernstein offers a robust training program and an inclusive culture focused on lifelong learning. The base salary ranges from $175,000 to $250,000, depending on experience and performance.

Qualifications

• Proven ability to build relationships with centers of influence.
• Experience advising clients as a trusted advisor.
• Comfortable interacting with individuals of significant wealth.

Responsibilities

• Represent Bernstein PWM in communities.
• Build enduring practices around client segments.
• Enhance clients’ financial well-being.

Skills

Entrepreneurial Spirit

Intellectual Curiosity

Emotional Quotient (EQ)

Interpersonal Skills

Communication Skills

Trustworthiness

Passion for investing

Education

Strong academic credentials

Job description

Bernstein Private Wealth Management in New York is seeking Wealth Advisors to represent the firm in their communities. Advisors will build genuine client relationships and help clients navigate complex financial decisions. This role requires entrepreneurial spirit, emotional intelligence, and strong communication skills, while also needing a passion for investing. Bernstein offers a robust training program and an inclusive culture focused on lifelong learning. The base salary ranges from $175,000 to $250,000, depending on experience and performance.