Vp/wealth Advisor

AllianceBernstein

New York, New York, United States
Base: $175,000 to $250,000; bonus/equity: commissi...
Existing network of high-net-worth clients
Proven ability to build relationships with centers of influence
Experience advising individuals of significant wealth
The Wealth Advisor serves as a financial confidante who helps clients meet complex challenges extending beyond managing wealth

Job Summary

  • The Wealth Advisor serves as a financial confidante who helps clients meet complex challenges extending beyond managing wealth.
  • Bernstein Private Wealth Management offers a holistic approach with a vast network of resources customized to clients' values and needs.
  • Every Advisor completes an immersive 13-week training program facilitated by portfolio managers, wealth strategists, and senior management.

Matching Summary

The Wealth Advisor serves as a financial confidante who helps clients meet complex challenges extending beyond managing wealth.

Salary

Base: $175,000 to $250,000; Bonus/Equity: Commissions and year-end incentive compensation included; Benefits: Not specified

Skills & Requirements

Must-have

  • Existing network of high-net-worth clients
  • Proven ability to build relationships with centers of influence
  • Experience advising individuals of significant wealth
  • Strong academic credentials in finance or related field

Nice-to-have

  • Entrepreneurial spirit and intellectual curiosity
  • High emotional quotient (EQ) and determination
  • Passion for investing and working with people
  • Spirit of generosity within the community

Key Requirements

  • Trustworthiness and personal integrity beyond reproach
  • Comfortable interacting with individuals of significant wealth
  • Regulatory compliance and licensing requirements not specified

Work Rights

Not specified

Tailored Resume

Cover Letter