VP/Wealth Advisor

Greater NYC Area
December 17, 2024
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Job Description

ABOUT BERNSTEIN

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 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management.

Join us in pursuing insights that unlock opportunities. Learn more at www.Bernstein.com

OUR BUSINESS — BERNSTEIN PRIVATE WEALTH MANAGEMENT

In a world where most investment managers look alike, Bernstein Private Wealth Management is a firm like no other. Bernstein’s clients expect an experience that goes beyond cold figures. Other firms close deals. We open worlds, forge alliances, and strike new relationships. And we aim to help clients, causes, and communities envision–and achieve–a more prosperous, meaningful future.

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-con-viction 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.

THE ROLE

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.

THE IDEAL CANDIDATE

What makes Bernstein Advisors unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad 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:

  • 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

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: $115,000 to $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, commissions, year-end incentive compensation, and other incentives.

For further important information about AllianceBernstein please click here http://www.alliancebernstein.com/disclaimer/email/disclaimer.html

#BernsteinPWM

CT-Stamford