VP Wealth Advisor: Elite Client Partnerships

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

Job summary

Bernstein Private Wealth Management seeks a Wealth Advisor who represents Bernstein PWM in the communities where they live and work, building enduring practices around client segments they are passionate about. They act as financial confidantes, attracting clients to Bernstein and helping them meet complex wealth challenges.

They connect clients to the firm’s planning and investing expertise in a customized manner, enabling better wealth decisions and enhanced financial well-being.

Qualifications

• Existing network that can be cultivated within the community
• Proven ability to build relationships with attorneys, accountants and business advisors
• Comfortable interacting with high net worth individuals
• Experience advising clients and acting as a trusted advisor in financial and life decisions
• Trustworthiness and integrity
• Strong academic credentials
• Passion for investing and people

Responsibilities

• Represent Bernstein Private Wealth Management within the communities where you work and reside
• Build substantial, enduring practices around client segments you are passionate about
• Attract clients to Bernstein and help them meet increasingly complex wealth challenges
• Connect clients to the firm’s planning and investing expertise in a customized manner
• Enhance clients’ financial well-being and contribute to a collaborative culture

Skills

Entrepreneurial Spirit

Intellectual Curiosity

High EQ

Determination

Generosity

Interpersonal Skills

Structure & Discipline

Job description

Bernstein Private Wealth Management seeks a Wealth Advisor who represents Bernstein PWM in the communities where they live and work, building enduring practices around client segments they are passionate about. They act as financial confidantes, attracting clients to Bernstein and helping them meet complex wealth challenges.

They connect clients to the firm’s planning and investing expertise in a customized manner, enabling better wealth decisions and enhanced financial well-being.