VP/Client Advisor

AllianceBernstein; Philadelphia (Philadelphia County); On-site; USD 90,000 - 150,000; Full time

Job summary

Bernstein Private Wealth Management in Philadelphia seeks ambitious Client Advisors to join a two-year apprenticeship, pairing with Managing Directors to learn wealth management and business development, building readiness to lead client relationships.

You will collaborate with senior professionals to craft tailored investment solutions for high-net-worth clients, develop a deep understanding of the platform, and grow a personal practice upon completion.

Qualifications

• At least 5 years of experience in wealth management or financial services.
• Strong academic credentials.
• Entrepreneurial spirit and willingness to build client relationships.
• Excellent interpersonal and communication skills.

Responsibilities

• Assist senior advisors in client meetings and portfolio reviews.
• Develop a deep understanding of wealth management platform and processes.
• Support business development efforts and community networking to expand client base.

Skills

Entrepreneurial Spirit

Intellectual Curiosity

Emotional Quotient

Determination

Generosity

Interpersonal Skills

Communication Skills

Structure and Discipline

Job description

Who You’ll Work With:

Client Advisors are partnered with Managing Directors and senior Wealth Advisors for a two-year apprenticeshipperiod. During this time, our Client Advisors develop an in-depth understanding of the many facets of wealth
management and essential business development skills that enable our distinguished team to be forefront in theircommunity as a valued solution provider. After the apprenticeship, Client Advisors then leverage their learning
experience and platform knowledge to build their own practice, providing our clients with highly customizedfinancial investment solutions.

What You’ll Do:

Bernstein Private Wealth Management is widely recognized for its distinctive and unparalleled approach to offeringadvice that truly makes a difference for our high-net-worth clients. Our Client Advisors are essential contributors to
our wealth management platform, as they partner with our most tenured professionals to ensure that our clientssolve for the increasingly complex challenges that often extend well beyond money management.

What We’re Looking For:

What makes Bernstein Advisors unique? Their backgrounds are as varied as our clients. Our most successfuladvisors have largely oriented their practice around their passions such as working with entrepreneurs and
business owners, nonprofit organizations, professional athletes and entertainers, global families, corporateexecutives, sophisticated investors, and multigenerational families. With diverse backgrounds, perspectives andbroad networks, the most effective Advisors embody the following characteristics:

• Entrepreneurial Spirit
• Intellectual Curiosity
• High Emotional Quotient (“EQ”)
• Determination and Relentless Drive for Success
• Spirit of Generosity in Working With and Within Their Community
• Excellent Interpersonal and Communication Skills
• Structure and Discipline

…and the following qualifications:

• Comfortable interacting with individuals of significant wealth
• At least 5 years of experience working in the Wealth Management or Financial Services verticals
• Trustworthiness and personal integrity that is beyond reproach
• Strong academic credentials
• A passion for investing and for people

Who We Are:

Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—thecomplexities that come with wealth. We specialize in addressing challenges that extend well beyond wealthmanagement by offering a vast network of resources customized to clients’ values and needs.

Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovativeresearch, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Ourcollaborative culture means each client is supported by a team of specialists aligned with a shared sense ofpurpose.

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world,with over 4,000 employees across 57 locations operating in 26 countries and jurisdictions. At AB our ambition is
simple: to be the most trusted investment firm in the world. We realize that it’s our people who give us a competitiveadvantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your bestwork. Whether you’re producing thought-provoking research, identifying compelling investment opportunities,
infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested inyou. If you’re ready to challenge your limits and empower your career, join us!

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion,creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, genderidentity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well aspractices, seek to ensure that employment opportunities are available to all employees and applicants, based solelyon job-related criteria.

Philadelphia, Pennsylvania