AllianceBernstein

VP/Director of Insurance Planning

AllianceBernstein(2 months ago)

New York, NYOnsiteFull TimeDirector$200,000 - $225,000Wealth Strategies
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About this role

The Director of Insurance Planning on Bernstein's Wealth Strategies team is a senior, client-facing domain expert focused on insurance planning for high-net-worth and ultra-high-net-worth individuals and their families. The role provides research-based planning advice and thought leadership while collaborating with Wealth Advisors and Wealth Strategies leadership across Bernstein's U.S. offices.

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Required Skills

  • Insurance Planning
  • Life Insurance
  • Annuities
  • Long-Term Care
  • Health Insurance
  • Disability Insurance
  • Property Casualty
  • Risk Management
  • Financial Planning
  • Client Presentations

+2 more

Qualifications

  • SIE
  • Series 7
  • Series 66
  • Life Insurance License
  • Variable Insurance License
  • Property/Casualty License
AllianceBernstein

About AllianceBernstein

alliancebernstein.com

AllianceBernstein is fully invested in creating better outcomes for investors ranging from individuals to the world’s largest institutions.

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