Vp/wealth Advisor, Private Wealth Management

AB Global

Stamford, Connecticut, US
Base: $115,000 to $200,000; bonus/equity: not spec...
Existing network cultivation
Trustworthy financial advisor
Strong academic credentials
The Wealth Advisor enhances clients’ financial well-being while standing out among a crowded field

Job Summary

  • The Wealth Advisor enhances clients’ financial well-being while standing out among a crowded field.
  • Bernstein Private Wealth Management specializes in addressing challenges that extend beyond wealth management.
  • Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.

Matching Summary

The Wealth Advisor enhances clients’ financial well-being while standing out among a crowded field.

Salary

Base: $115,000 to $200,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Existing network cultivation
  • Trustworthy financial advisor
  • Strong academic credentials

Nice-to-have

  • Entrepreneurial spirit
  • High emotional quotient
  • Excellent communication skills

Key Requirements

  • Proven ability to build relationships
  • Experience advising high-net-worth clients
  • Passion for investing and people

Work Rights

Not specified

Tailored Resume

Cover Letter