VP/Wealth Advisor, Private Wealth Management jobs in United States
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AllianceBernstein · 3 months ago

VP/Wealth Advisor, Private Wealth Management

positionStamford, Connecticut
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$115K/yr - $200K/yr

AllianceBernstein is a leading investment manager recognized for its distinctive wealth management platform. The Wealth Advisor role involves building lasting client relationships, providing tailored financial advice, and enhancing clients' financial well-being while navigating complex wealth challenges.

Asset ManagementFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside
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

Qualification

Network cultivationClient advisingRelationship buildingEmotional intelligenceIntegrityEntrepreneurial spiritIntellectual curiosityDisciplinePassion for investingCommunication skills

Required

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

Preferred

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

Benefits

Benefits
Commissions
Year-end incentive compensation
Other incentives

Company

AllianceBernstein

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AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
dateFounded in 1967
location
New York, New York, USA
people-size1001-5000 employees
web-link
http://www.alliancebernstein.com

H1B Sponsorship

AllianceBernstein has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (45)
2024 (63)
2023 (92)
2022 (173)
2021 (160)
2020 (77)

Funding

Current Stage
Public Company
Total Funding
unknown
1988-04-22IPO

Leadership Team

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Seth Bernstein
President & CEO
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James Wallin
Senior Vice President
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Recent News

thefly.com
AllianceBernstein announces Erzan as President
2026-01-06
MarketScreener
OptimumBank Holdings, Inc. Announces Capital Structure Enhancements Reflecting Strong Institutional and Insider Alignment
2026-01-05
MarketScreener
AllianceBernstein announces Onur Erzan as President
2026-01-05
Company data provided by crunchbase