VP/Wealth Advisor, Private Wealth Management
AllianceBernstein(4 months ago)
About this role
A Wealth Advisor at Bernstein Private Wealth Management represents the firm within their local community, building enduring practices focused on high-net-worth clients. They serve as trusted financial confidantes, helping clients navigate complex wealth, lifestyle, and philanthropic decisions by connecting them to Bernstein’s planning and investment resources. The role emphasizes cultivating networks and delivering personalized, holistic advice aligned with clients’ values and needs.
Required Skills
- Relationship Management
- Financial Planning
- Investment Advice
- Networking
- Client Acquisition
- Communication
- Interpersonal Skills
- Prospecting
About AllianceBernstein
alliancebernstein.comAllianceBernstein is fully invested in creating better outcomes for investors ranging from individuals to the world’s largest institutions.
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