VP / Wealth Advisor

About the role

Bernstein Private Wealth Management, a business unit of AllianceBernstein, is looking for a VP/Wealth Advisor in Boston. The Wealth Advisor acts as a financial confidant for high-net-worth clients, connecting them to the firm's planning and investing expertise in a customized way, and helping them meet increasingly complex challenges beyond wealth management.

Key responsibilities

• Represent Bernstein Private Wealth Management within the communities where you work and live.
• Build a substantial, enduring practice around client segments you are passionate about, such as entrepreneurs, business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families.
• Serve as a trusted advisor on financial decisions as well as meaningful life and business decisions.
• Connect clients to the firm's planning and investing expertise, tailored to their values, lifestyle and philanthropic goals.

Required profile

• 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.
• Trustworthiness and personal integrity beyond reproach.
• Strong academic credentials.
• A passion for investing and for people.

Required skills

• Entrepreneurial spirit, intellectual curiosity and determination.
• High emotional quotient and excellent interpersonal and communication skills.
• Structure and discipline.

What we offer

• Base salary range of $175,000 - $200,000, varying with education, training, experience, past performance and other job-related factors.
• Total compensation that may also include benefits, year-end incentive compensation and other incentives depending on eligibility.
• An immersive 13-week training program run by portfolio managers, wealth strategists, senior Advisors and senior management, plus continuing education and professional development.