Trusted Wealth Advisor for High-Net-Worth Clients

Bernstein Private Wealth Management; Chicago (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

Bernstein Private Wealth Management seeks a Wealth Advisor in Chicago to build enduring client practices for high-net-worth individuals, aligning wealth decisions with clients’ values and goals.

You will partner with Bernstein’s planning and investing experts, leveraging the firm’s resources to provide tailored guidance and comprehensive wealth solutions for families and business owners.

Qualifications

• Strong EQ and drive to succeed in client-facing roles.
• Ability to build and maintain strategic relationships with centers of influence.
• Excellent interpersonal and communication abilities.
• Structured approach to client management and practice building.

Responsibilities

• Build substantial, enduring client practices around target segments.
• Act as a trusted financial confidante guiding high-net-worth clients.
• Connect clients to Bernstein's planning and investing resources to tailor solutions.

Skills

High EQ

Determination

Generosity

Interpersonal skills

Communication skills

Structure & discipline

Job description

Bernstein Private Wealth Management seeks a Wealth Advisor in Chicago to build enduring client practices for high-net-worth individuals, aligning wealth decisions with clients’ values and goals.

You will partner with Bernstein’s planning and investing experts, leveraging the firm’s resources to provide tailored guidance and comprehensive wealth solutions for families and business owners.