Abglobal

VP/Wealth Advisor

Boston, MA · Vp

Sponsorship not specified$175k-$200kDetected 16 days ago

ResearchCommunicationCollaboration

About the role

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.
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.

Responsibilities

Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion.
Determination and Relentless Drive for Success
Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors
Our high-conviction approach aims to deliver investment clarity and better outcomes.
An uncommonly collaborative culture helps us deliver exceptional personalized service.
Leveraging our connections and mission aligned resources to build communities of likeminded individuals.

Requirements

Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions

Skills

to be the most trusted investment firm in the world.

Compensation

Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year-end incentive compensation, and other incentives.
$175,000 - $200,000.

Benefits

EQUITY-We are committed to building a culture of diverse perspectives - one where all employees feel valued and are treated fairly.
Entrepreneurial Spirit

Company info

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.

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