Bernstein Private Wealth Management
Private Wealth Advisor-New Business Development
Bernstein Private Wealth Management, San Francisco, California, United States, 94199
Overview
Private Wealth Advisor - New Business Development Bernstein Private Wealth Management advises high-net-worth clients and offers a holistic platform with planning and investing expertise. Bernstein is a business unit of AllianceBernstein (AB), a leading global investment manager with a collaborative culture and a commitment to an inclusive work environment. What You’ll Do:
The Wealth Advisor represents Bernstein Private Wealth Management within the communities they serve. They build substantial, enduring practices around client segments they are passionate about, acting as a financial confidante and connecting clients to the firm’s planning and investing resources to help them make informed wealth decisions. They aim to strengthen clients’ financial wellbeing and grow a trusted advisory practice. What We’re Looking For:
We value diverse backgrounds and perspectives. Successful Advisors often have backgrounds aligned with client needs such as entrepreneurs, nonprofit founders, executives, global families, or multigenerational networks. Core characteristics include: High Emotional Quotient (EQ) Determination and drive for success Spirit of generosity in working with communities Excellent interpersonal and communication skills Structure and discipline Qualifications:
An existing network to cultivate within the community Proven ability to build and maintain relationships with centers of influence (attorneys, accountants, business advisors) Comfort interacting with individuals of significant wealth Experience advising clients and being a trusted advisor beyond financial decisions Trustworthiness and personal integrity Strong academic credentials A passion for investing and for people In accordance with applicable law, the base salary range is $150,000 - $200,000 per year. Actual base salaries vary based on factors such as education, training, experience, and performance. Base salary is one component of total compensation, which may include benefits and incentives. Compensation and Benefits
Base pay range provided by Bernstein Private Wealth Management Note: Your actual pay will be based on your skills and experience; talk with your recruiter to learn more.
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Private Wealth Advisor - New Business Development Bernstein Private Wealth Management advises high-net-worth clients and offers a holistic platform with planning and investing expertise. Bernstein is a business unit of AllianceBernstein (AB), a leading global investment manager with a collaborative culture and a commitment to an inclusive work environment. What You’ll Do:
The Wealth Advisor represents Bernstein Private Wealth Management within the communities they serve. They build substantial, enduring practices around client segments they are passionate about, acting as a financial confidante and connecting clients to the firm’s planning and investing resources to help them make informed wealth decisions. They aim to strengthen clients’ financial wellbeing and grow a trusted advisory practice. What We’re Looking For:
We value diverse backgrounds and perspectives. Successful Advisors often have backgrounds aligned with client needs such as entrepreneurs, nonprofit founders, executives, global families, or multigenerational networks. Core characteristics include: High Emotional Quotient (EQ) Determination and drive for success Spirit of generosity in working with communities Excellent interpersonal and communication skills Structure and discipline Qualifications:
An existing network to cultivate within the community Proven ability to build and maintain relationships with centers of influence (attorneys, accountants, business advisors) Comfort interacting with individuals of significant wealth Experience advising clients and being a trusted advisor beyond financial decisions Trustworthiness and personal integrity Strong academic credentials A passion for investing and for people In accordance with applicable law, the base salary range is $150,000 - $200,000 per year. Actual base salaries vary based on factors such as education, training, experience, and performance. Base salary is one component of total compensation, which may include benefits and incentives. Compensation and Benefits
Base pay range provided by Bernstein Private Wealth Management Note: Your actual pay will be based on your skills and experience; talk with your recruiter to learn more.
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