AllianceBernstein · 1 hour ago
VP/Wealth Advisor
Minneapolis, MN
Full-time
Onsite
Senior LevelAllianceBernstein is a leading investment management firm that provides comprehensive wealth management services to high-net-worth clients. The Wealth Advisor plays a crucial role in representing the firm, building enduring client relationships, and helping clients navigate complex financial decisions while enhancing their overall financial well-being.
Asset ManagementFinancial ServicesWealth Management
Responsibilities
Represent Bernstein Private Wealth Management within the communities where they work and reside
Build substantial, enduring practices around client segments for which they feel a genuine passion
Serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth
Understand each client’s values, lifestyle, and philanthropic goals
Connect clients to the firm’s vast planning and investing expertise in a customized way
Qualification
Required
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
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
Company
AllianceBernstein
AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
Founded in 1967
1001-5000 employees
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 CompanyTotal Funding
unknown1988-04-22IPO
Leadership Team
James Wallin
Senior Vice President
Andrew Chin
Chief AI Officer
Recent News
MarketScreener
2025-12-24
2025-12-21
2025-12-16
Company data provided by crunchbase