VP/Wealth Advisor

AllianceBernstein; Boston (MA); On-site; USD 175,000 - 200,000; Full time

Job summary

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

Qualifications

• 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

Responsibilities

• 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

Skills

Entrepreneurial Spirit

Intellectual Curiosity

High EQ

Determination

Generosity in Community

Interpersonal & Communication Skills

Structure & Discipline

Education

Strong academic credentials

Job description

What You’ll Do

The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform—offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients’ inner circle, the Wealth Advisor intimately understands each client’s values, lifestyle and philanthropic goals. They connect clients to the firm’s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Bernstein Wealth Advisor enhances clients’ financial well‑being while standing out among a crowded field.

What We’re Looking For

• 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:
• An existing network that can be continuously cultivated and expanded within the community
• Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors
• Comfortable interacting with individuals of significant wealth
• Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions
• Trustworthiness and personal integrity that is beyond reproach
• Strong academic credentials
• A passion for investing and for people

Our Market‑Leading Training Program

Every Advisor completes our immersive 13‑week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at Bernstein including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn’t stop there. We support our advisors with continuing education and ongoing professional development throughout their careers.

Compensation

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $175,000 – $200,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job‑related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year‑end incentive compensation, and other incentives.

Location

Boston, MA