VP Wealth Advisor — Private Wealth Management

AllianceBernstein; Washington (District of Columbia); On-site; USD 120,000 - 240,000; Full time

Job summary

Bernstein Private Wealth Management’s Wealth Advisors represent Bernstein PWM in Washington, DC, building enduring practices around client segments they are passionate about and serving as trusted financial confidantes. They connect clients to Bernstein’s planning and investing expertise, tailoring advice to each client’s values, lifestyle and philanthropic goals.

Our Advisors operate within a collaborative culture that emphasizes integrity, client service and a holistic approach to wealth

Qualifications

• Must have an existing network within the community to cultivate and expand.
• 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 beyond financial decisions.
• Trustworthiness and personal integrity beyond reproach.
• Strong academic credentials.
• A passion for investing and for people.

Responsibilities

• Attract and develop substantial, enduring client practices around client segments they are passionate about.
• Act as a financial confidante and connect clients to Bernstein’s planning and investing expertise with tailored advice.
• Help clients meet complex challenges beyond wealth management and align decisions with values, lifestyle and philanthropic goals.
• Collaborate with specialists to deliver holistic wealth solutions.

Skills

Entrepreneurial Spirit

Intellectual Curiosity

High EQ

Determination & Drive

Community Minded

Interpersonal & Communication Skills

Discipline & Structure

Education

Strong academic credentials

Job description

Bernstein Private Wealth Management’s Wealth Advisors represent Bernstein PWM in Washington, DC, building enduring practices around client segments they are passionate about and serving as trusted financial confidantes. They connect clients to Bernstein’s planning and investing expertise, tailoring advice to each client’s values, lifestyle and philanthropic goals.

Our Advisors operate within a collaborative culture that emphasizes integrity, client service and a holistic approach to wealth