VP/Wealth Advisor
| Company | AllianceBernstein |
|---|---|
| Location | Minneapolis, MN, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- 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
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
- Understand each client’s values, lifestyle and philanthropic goals
- Connect clients to the firm’s vast planning and investing expertise in a customized way
- Enhance clients’ financial well-being
Preferred Qualifications
- 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