Full-Time

VP/Wealth Advisor

Confirmed live in the last 24 hours

AllianceBernstein

AllianceBernstein

1,001-5,000 employees

Investment management and research services

Quantitative Finance
Financial Services

Senior, Expert

Chicago, IL, USA

Category
Asset Management
Financial Planning and Analysis (FP&A)
Finance & Banking

You match the following AllianceBernstein's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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 to clients
  • Help clients meet increasingly complex challenges that extend beyond managing wealth
  • Understand each client’s values, lifestyle, and philanthropic goals
  • Connect clients to the firm’s vast planning and investing expertise in a customized way
Desired 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

AllianceBernstein provides investment management and research services to a wide range of clients, including individual investors, financial advisors, and institutional investors like pension funds and foundations. The firm utilizes its extensive research capabilities and investment strategies to create customized solutions that address the specific needs of its clients. Revenue is generated through management fees and performance-based fees, which are tied to the success of the investments managed. What sets AllianceBernstein apart from its competitors is its commitment to a collaborative culture that values diverse perspectives, enhancing its investment management approach. Additionally, the firm prioritizes corporate responsibility and sustainability, integrating these values into its operations and investment strategies.

Company Stage

IPO

Total Funding

$4.1B

Headquarters

New York City, New York

Founded

1967

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for ESG products aligns with AllianceBernstein's sustainability focus.
  • AI-driven strategies enhance research capabilities and personalized investment solutions.
  • Direct indexing trend allows for more customized solutions for high-net-worth clients.

What critics are saying

  • Decreased assets under management indicate challenges in client retention and market volatility.
  • Net outflows across channels suggest a need for strategic client attraction adjustments.
  • New leadership appointments may lead to transitional challenges in key regions.

What makes AllianceBernstein unique

  • AllianceBernstein emphasizes corporate responsibility and sustainability in its investment strategies.
  • The firm offers a unique combination of research expertise and global investment insights.
  • AllianceBernstein's expansion into buffer ETFs caters to investors seeking downside protection.

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Benefits

Health Insurance

Wellness Program

Life Insurance

Disability Insurance

401(k) Retirement Plan

Paid Holidays

Paid Sick Leave

Paid Vacation