VP​/Wealth Advisor

What You’ll Do

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. Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. They 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 and connects clients to the firm’s vast planning and investing expertise in a 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.

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

and the following qualifications:

• 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

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.

Every Advisor completes our immersive 13‑week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at Bernstein including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn’t stop there. We support our advisors with continuing education and ongoing professional development throughout their careers.

Base Salary Range: $175,000 – $250,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job‑related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year‑end incentive compensation, and other incentives.

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job‑related criteria.

Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role. If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply.