VP​/Wealth Advisor

Bernstein Private Wealth Management

Bernstein Private Wealth Management advises high-net-worth clients on planning for and living with the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs.

Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.

Bernstein is a business unit of Alliance Bernstein, which ranks among the largest investment managers in the world, with 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management.

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In a world where most investment managers look alike, Bernstein Private Wealth Management is a firm like no other. Bernstein's clients expect an experience that goes beyond cold figures. Other firms close deals. We open worlds, forge alliances, and strike new relationships. And we aim to help clients, causes, and communities envision and achieve a more prosperous, meaningful future.

Trustworthiness We are accountable. Integrity, transparency, and reliability are core to our business model.

Innovation We're always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes.

Teamwork We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service.

Equity We are committed to building a culture of diverse perspectives one where all employees feel valued and are treated fairly.

Community We open doors. Leveraging our connections and mission-aligned resources to build communities of likeminded individuals.

Responsibility We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us.

The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform offering advice that truly makes a difference. Our 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.

What makes Bernstein Advisors unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives, and broad networks, the most effective Advisors embody the following characteristics :

• 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…