VP/Wealth Advisor, Private Wealth Management jobs in United States
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AllianceBernstein · 17 hours ago

VP/Wealth Advisor, Private Wealth Management

positionStamford, CT
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$115K/yr - $200K/yr

AllianceBernstein is a leading investment management firm that specializes in advising high-net-worth clients on the complexities of wealth management. The Wealth Advisor role involves building enduring relationships with clients, understanding their values and goals, and providing customized financial advice to enhance their financial well-being.

Asset ManagementFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Represent Bernstein Private Wealth Management within the communities where they work and reside
Build substantial, enduring practices around client segments for which they feel a genuine passion
Serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth
Intimately understand each client’s values, lifestyle and philanthropic goals
Connect clients to the firm’s vast planning and investing expertise in a customized way, enabling them to make better, more informed wealth decisions

Qualification

Network cultivationClient advisingRelationship buildingEmotional Quotient (EQ)Entrepreneurial SpiritIntellectual CuriosityDeterminationGenerosityAcademic credentialsPassion for investingInterpersonal SkillsCommunication SkillsTrustworthiness

Required

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
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

Benefits

Benefits
Commissions
Year-end incentive compensation
Other incentives

Company

AllianceBernstein

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AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
dateFounded in 1967
location
New York, New York, USA
people-size1001-5000 employees
web-link
http://www.alliancebernstein.com

H1B Sponsorship

AllianceBernstein has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (45)
2024 (63)
2023 (92)
2022 (173)
2021 (160)
2020 (77)

Funding

Current Stage
Public Company
Total Funding
unknown
1988-04-22IPO

Leadership Team

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Seth Bernstein
President & CEO
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James Wallin
Senior Vice President
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Recent News

PitchBook
QXO upsizes preferred equity placement to $3B amid strong demand
2026-01-16
thefly.com
AllianceBernstein announces Erzan as President
2026-01-06
MarketScreener
OptimumBank Holdings, Inc. Announces Capital Structure Enhancements Reflecting Strong Institutional and Insider Alignment
2026-01-05
Company data provided by crunchbase