VP/Wealth Advisor

AllianceBernstein L.P.; New York (NY); On-site; USD 175,000 - 250,000; Full time

Job summary

Bernstein Private Wealth Management, a unit of AllianceBernstein, seeks Wealth Advisors to build enduring practices and act as trusted financial confidants for high-net-worth clients in the New York area.

You’ll connect clients with planning and investing expertise in a customized manner aligned with their values and life goals.

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

Responsibilities

• Represent Bernstein Private Wealth Management within the communities where they work and reside
• Build substantial, enduring practices around client segments for which they feel a genuine passion
• Wealth Advisors serve as financial confidantes, attracting clients to Bernstein and helping them meet increasingly complex challenges beyond managing wealth
• Connect clients to the firm’s planning and investing expertise in a way that is customized to their values and needs

Skills

Entrepreneurial Spirit

Intellectual Curiosity

High EQ

Determination

Community generosity

Interpersonal skills

Structure & discipline

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 ...

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

Who We Are:

Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management 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, innovative research, sophisticated modeling, and cutting‑edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. 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 competitive advantage 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 best work. 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 in you.

What We Stand For:

• TRUSTWORTHINESS—We are accountable. Integrity, transparency and reliability are core to our business model.
• INNOVATION—We’re always working for you, looking for new opportunities. Our high‑conviction approach aims to deliver investment clarity and better outcomes.
• TEAMWORK—We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service.
• EQUITY—We are committed to building a culture of diverse perspectives – one where all employees feel valued and are treated fairly.
• COMMUNITY—We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals.
• RESPONSIBILITY–We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us.

Our Market‑Leading Training Program:

We do not take our success for granted. The firm’s culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best‑in‑class training. 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.

In accordance with Section 8‑107(32) as set forth in the New York City Human Rights Law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $175,000 to $250,000. 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, commissions, year‑end incentive compensation, and other incentives.

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, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job‑related criteria.

Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role. If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply.