Careers

Job Description

Position Description:

Bernstein Global Wealth Management
A Unit of AllianceBernstein L P.

FINANCIAL ADVISOR

One of the top names in private wealth management is seeking Financial Advisors in Atlanta, Boston, Chicago, Cleveland, Dallas, Denver, Houston, LA, Miami, Minneapolis, Philadelphia, San Diego, San Francisco, Seattle, Tampa, Washington D.C and West Palm Beach.. Bernstein Global Wealth Management, a unit of AllianceBernstein, oversees $65 billion in private capital for families, individuals, foundations and endowments.

Financial Advisor is a critical position: he or she plays the central role in cultivating new clients and advising existing ones. We therefore seek intelligent, well-educated, and seasoned professionals, with a proven record of building relationships based on advice of the highest quality and deep mutual trust.

Before joining Bernstein, most Advisors excelled at developing business, with over ten years of experience on average. While Sales is the ideal background, successful Advisors have also come from accounting, law, consulting, and commercial real estate.

To be successful, an Advisor must:
•Build deep relationships with a range of clients
•Establish credibility as a source of trustworthy advice
•Excel at building a business
•Demonstrate excellence at client service
•Develop a consultative, rather than a transaction-oriented, approach toward clients and prospects
•Cultivate relationships with third party referral sources, e.g., attorneys

The role of the Advisor is to understand the needs of clients and guide them in making proper portfolio allocations. Moreover, Bernstein Advisors, often working in concert with clients’ other professional advisors, help clients address critical planning issues, such as transferring wealth, giving to charities, and selling a business. This places Advisors at the very core of clients’ investment decision-making and Bernstein experience, guiding them through such issues as the trade-off between current spending and future wealth and the implications of various investment plans.

In building their business, Bernstein Financial Advisors have access to extensive resources. They identify prospective clients primarily through introductions from other clients as well as accountants, attorneys and other professionals. We therefore place a premium on nurturing Advisors’ knowledge and skills throughout their careers:

-All Advisors complete an intensive training program that introduces them to the "Bernstein approach" and provides the foundation for being an Advisor.

-Training in a broad investment- and planning-based curriculum continues over the ensuing two years. (All Advisors must pass the Series 7, 31, and 66 securities exams.)

-Throughout their careers at Bernstein, Advisors partner with our investment and planning professionals to bring our best thinking to clients’ specific circumstances.

-Advisors report to Managing Directors, whose role is to ensure an Advisor’s success and can guide Advisors in developing sales strategies, implementing a business plan, cultivating sales and servicing skills, and capitalizing on meetings with clients, professionals, and prospects.

-Each Advisor is supported by a group of highly qualified Private Client Associates who become an extension of the Advisor in handling a significant proportion of routine client inquiries and other logistical matters.

-Our Financial Advisors do not function in the traditional role of brokers by selecting securities. Rather, investment decisions are made by our Investment Policy Groups, who have an outstanding long-term record.

Financial Advisor is a vital job at an outstanding firm.

Job Requirements

11 - 15 Years

Application Information

• Apply through AllianceBernstein