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AllianceBernstein · 1 day ago

VP/Wealth Advisor, Private Wealth Management

Stamford, CT

Full-time

Onsite

Mid, Senior Level

$115K/yr - $200K/yr

AllianceBernstein is a leading investment management firm that specializes in advising high-net-worth clients on the complexities of wealth management. The Wealth Advisor role involves building enduring relationships with clients, understanding their values and goals, and providing customized financial advice to enhance their financial well-being.

Asset ManagementFinancial ServicesWealth Management

H1B Sponsor Likely

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

Intimately understand each client’s values, lifestyle and philanthropic goals

Connect clients to the firm’s vast planning and investing expertise in a customized way, enabling them to make better, more informed wealth decisions

Qualification

Network cultivationClient advisingRelationship buildingEmotional Quotient (EQ)Entrepreneurial SpiritIntellectual CuriosityDeterminationGenerosityAcademic credentialsPassion for investingInterpersonal SkillsCommunication SkillsTrustworthiness

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

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

Commissions

Year-end incentive compensation

Other incentives

Company

AllianceBernstein

Glassdoor3.7

AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March

Founded in 1967

New York, New York, USA

1001-5000 employees

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

Seth Bernstein

President & CEO

James Wallin

Senior Vice President

Recent News

PitchBook

QXO upsizes preferred equity placement to $3B amid strong demand

2026-01-16

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

Company data provided by crunchbase