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Bernstein Private Wealth Management · 1 day ago

Private Wealth Advisor-New Business Development (Chicago)

Chicago, IL

Full-time

Onsite

Senior Level

$150K/yr - $200K/yr

Bernstein Private Wealth Management advises high-net-worth clients on the complexities that come with wealth. The Wealth Advisor represents Bernstein within their communities, building enduring practices and helping clients make informed wealth decisions through a customized approach.

ConsultingFinancial Services

H1B Sponsor Likely

Hiring Manager

Melissa Whitaker

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 Quotient (EQ)Academic credentialsEntrepreneurial SpiritIntellectual CuriosityDeterminationGenerosityStructureDisciplinePassion 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

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

Year-end incentive compensation

Other incentives

Company

Bernstein Private Wealth Management

Bernstein has focused squarely on research and investment management.

Founded in 1967

New York, New York, USA

1001-5000 employees

https://www.bernstein.com/

H1B Sponsorship

Bernstein Private Wealth Management 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)