Talent.com
VP/Wealth Advisor, Private Wealth Management
VP/Wealth Advisor, Private Wealth ManagementAllianceBernstein Holding L.P. • Stamford, CT, United States
VP / Wealth Advisor, Private Wealth Management

VP / Wealth Advisor, Private Wealth Management

AllianceBernstein Holding L.P. • Stamford, CT, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

What You'll Do :

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.

What We're Looking For :

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

Who We Are :

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 over 4,000 employees across 57 locations operating in 26 countries and jurisdictions. At AB our ambition is simple : to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

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-conviction 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.

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 to the applicable 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

Stamford, Connecticut

serp_jobs.job_alerts.create_a_job

Private Wealth Advisor • Stamford, CT, United States

Job_description.internal_linking.related_jobs
Travel Certified Occupational Therapist Assistant (COTA) - $3,891 per week in Bedford Hills, NY

Travel Certified Occupational Therapist Assistant (COTA) - $3,891 per week in Bedford Hills, NY

AlliedTravelCareers • Bedford Hills, NY, US
serp_jobs.job_card.full_time +1
AlliedTravelCareers is working with Infojini Healthcare to find a qualified Certified Occupational Therapist Assistant (COTA) in Bedford Hills, New York, 10507!. Occupational Occupational Therapist...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
VP, Portfolio Manager

VP, Portfolio Manager

Cathay Bank - Headquarters • Queens, NY, United States
serp_jobs.job_card.full_time
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Personal Lines Underwriting Assistant

Personal Lines Underwriting Assistant

Bridge Specialty Group • New Hyde Park, New York, United States
serp_jobs.job_card.full_time
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Morstan General Agency seeks a Personal Lines Underwriting...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Business Development Manager

Business Development Manager

Compass Care, LLC • Stamford, CT, US
serp_jobs.job_card.full_time +1
Mostly virtual position, with an office in Stamford, CT .New York City, Westchester County, Lower Fairfield County.Flexible Full-Time (Part-time considered for exceptional candidates).Annual Perfor...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Side Hustle Project Lead

Side Hustle Project Lead

Finance Buzz • Somers, New York, US
serp_jobs.job_card.full_time +1
We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor North White Plains, NY

J.P. Morgan Wealth Management Private Client Advisor North White Plains, NY

JPMorganChase • White Plains, New York, USA
serp_jobs.job_card.full_time
Morgan Chase we have an enthusiasm for helping our clients taking care of our employees building relationships and delivering extraordinary customer service while maintaining a strong commitment to...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Voya Financial Advisors Independence

Voya Financial Advisors Independence

Voya Financial Advisors Inc • Elmsford, NY, United States
serp_jobs.job_card.full_time
Financial Professional to join our team in the greater Independence area to work plan sponsor relationships and to assist in retail wealth management for an existing book of business.This position ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Advisor

Wealth Advisor

Ivy Way Placements • Stamford, CT, United States
serp_jobs.job_card.full_time
Wealth Advisor - Build Your Legacy, Empower OthersType : Full-Time.Location : Remote, On-site, or Hybrid (Flexible).Are you an experienced and licensed Wealth Advisor with an established book of busi...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Management Consultant

Wealth Management Consultant

Fidelity Investments • Greenwich, CT, United States
serp_jobs.job_card.full_time
Join our dynamic team as a Wealth Management Consultant, where your expertise and integrity will help clients navigate their financial futures. We are dedicated to fostering long-term relationships ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
ASO Strategy and Sales VP

ASO Strategy and Sales VP

Teladoc Health • Purchase, NY, United States
serp_jobs.job_card.full_time
Join the team leading the next evolution of virtual care.At Teladoc Health, you are empowered to bring your true self to work while helping millions of people live their healthiest lives.Here you w...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Director, Imaging Services

Director, Imaging Services

Northwell Health • Mount Kisco, NY, United States
serp_jobs.job_card.full_time
Directs, plans and organizes resources within departments to meet short and long term department goals, maintain patient experience and employee engagement. Prepare and analyze budget and appropriat...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Commercial Lines Claims Specialist

Commercial Lines Claims Specialist

Brown & Brown Inc • Somers, New York, United States
serp_jobs.job_card.part_time
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking a Commercial Lines Claims Special...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Relationship Advisor

Relationship Advisor

Hudson Valley Credit Union • Carmel, NY, United States
serp_jobs.job_card.full_time
Hudson Valley Credit Union is recruiting for the position of Relationship Advisor.Primary Function : provide highest level member service through efficient, accurate transaction processing and apply...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Vice President of Quality, Behavioral Health

Vice President of Quality, Behavioral Health

Northwell Health Physician Partners • Queens, US
serp_jobs.job_card.full_time
Young, Chair and Senior Vice President of Behavioral Health and Dr.Manish Sapra, Executive Director of Northwell Health’s Behavioral Health Service Line, with the support of Northwell Executive Lea...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
People Business Partner - Hybrid (Greater LA, D...

People Business Partner - Hybrid (Greater LA, D...

Sage Publishing • New Rochelle, NY, United States
serp_jobs.job_card.full_time
Candidates for this position must live within a commutable distance to Westlake Village, CA, Washington DC or New Rochelle, NY. The People Business Partner (PBP), reports to the Associate Director, ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Special Agent, $40,000 Recruitment Incentive

Special Agent, $40,000 Recruitment Incentive

The United States Secret Service • Mt Kisco, NY, United States
serp_jobs.job_card.full_time
Recruitment Incentive : Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements. Click apply for complete details on the recruitment incentive detail...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Vice President of Quality, Behavioral Health

Vice President of Quality, Behavioral Health

HealthEcareers - Client • Queens, NY, USA
serp_jobs.job_card.full_time
Young, Chair and Senior Vice President of Behavioral Health and Dr.Manish Sapra, Executive Director of Northwell Health’s Behavioral Health Service Line, with the support of Northwell Executive Lea...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Business Development Manager (RN)

Business Development Manager (RN)

Metropolitan Jewish Health System • Oceanside, NY, United States
serp_jobs.job_card.full_time
The Business Development Manager drives strategic growth by managing internal and external business partnerships.This role oversees the execution of the MJHS's strategic plan, builds and maintains ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted