VP/Client Advisor

AllianceBernstein LP

  • Philadelphia, Pennsylvania
  • 1 day ago

    Highlights

    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. Our Client Advisors are essential contributors to our wealth management platform, as they partner with our most tenured professionals to ensure that our clients solve for the increasingly complex challenges that often extend well beyond money management.

    Numbers & Facts

    LocationPhiladelphia, Pennsylvania

    Description

    Who You’ll Work With: Client Advisors are partnered with Managing Directors and senior Wealth Advisors for a two-year apprenticeship period. During this time, our Client Advisors develop an in-depth understanding of the many facets of wealth management and essential business development skills that enable our distinguished team to be forefront in their community as a valued solution provider. After the apprenticeship, Client Advisors then leverage their learning experience and platform knowledge to build their own practice, providing our clients with highly customized financial investment solutions. What You’ll Do: Bernstein Private Wealth Management is widely recognized for its distinctive and unparalleled approach to offering advice that truly makes a difference for our high-net-worth clients. Our Client Advisors are essential contributors to our wealth management platform, as they partner with our most tenured professionals to ensure that our clients solve for the increasingly complex challenges that often extend well beyond money management. 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: 
    • Comfortable interacting with individuals of significant wealth
    • At least 5 years of experience working in the Wealth Management or Financial Services verticals
    • Trustworthiness and personal integrity that is beyond reproach
    • Strong academic credentials
    • A passion for investing and for peopleWho 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! AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria. Philadelphia, Pennsylvania

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