Talent.com
Private Wealth Advisor - New Business Development
Private Wealth Advisor - New Business DevelopmentBernstein Private Wealth Management • Dallas, TX, US
No longer accepting applications
Private Wealth Advisor - New Business Development

Private Wealth Advisor - New Business Development

Bernstein Private Wealth Management • Dallas, TX, US
3 days ago
Job type
  • Full-time
Job description

Private Wealth Advisor - New Business Development

Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs.

Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with over 4,000 employees across 57 locations operating in 26 countries and jurisdictions. At AB our ambition is simple : to be the most trusted investment firm in the world.

We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

What You'll Do :

The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.

As part of clients' inner circle, the Wealth Advisor intimately understands each client's values, lifestyle and philanthropic goals. They connect clients to the firm's vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Bernstein Wealth Advisor enhances clients' financial well-being while standing out among a crowded field.

What We're Looking For :

What makes Bernstein Advisors unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families.

With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics :

  • 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

And the following qualifications :

  • 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
  • In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows : Base Salary Range : $150,000 - $200,000.

    Benefits

  • Medical insurance
  • Vision insurance
  • 401(k)
  • Paid maternity leave
  • Bernstein Private Wealth Management is an equal opportunities employer.

    J-18808-Ljbffr

    Create a job alert for this search

    Wealth Advisor • Dallas, TX, US

    Related jobs
    Wealth Advisor Partner

    Wealth Advisor Partner

    Wisepath Group • Dallas, TX, US
    Permanent
    Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform.What Sets This Opportunity Apart.Transparent, direct BD payouts governed by LPL’s schedule.Receive an o...Show more
    Last updated: 30+ days ago • Promoted
    Senior Wealth Advisor - Wealth Advisory - Dallas, TX

    Senior Wealth Advisor - Wealth Advisory - Dallas, TX

    CliftonLarsonAllen • Dallas, TX, US
    Full-time
    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory...Show more
    Last updated: 30+ days ago • Promoted
    J.P. Morgan Wealth Management Private Client Advisor - Irving / Grand Prairie, TX

    J.P. Morgan Wealth Management Private Client Advisor - Irving / Grand Prairie, TX

    JPMorgan Chase • Grand Prairie, TX, US
    Full-time
    Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...Show more
    Last updated: 30+ days ago • Promoted
    Private Wealth Advisor II

    Private Wealth Advisor II

    Busey Bank • Dallas, TX, United States
    Full-time
    The Private Wealth Advisor's II (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The Advisor will engage in proactive and ongoing communi...Show more
    Last updated: 30+ days ago • Promoted
    Associate Wealth Advisor | Plano Texas

    Associate Wealth Advisor | Plano Texas

    RK Partners • Plano, TX, US
    Full-time
    Associate Wealth Advisor-RIA Firm.Serve as lead advisor on client relationships.Explain to clients all financial planning topics which include but are not limited to retirement, tax, estate, insura...Show more
    Last updated: 3 days ago • Promoted
    Private Wealth Management Wealth Advisor - CFA, CPWA, CFP

    Private Wealth Management Wealth Advisor - CFA, CPWA, CFP

    Regions Financial • Dallas, TX, US
    Full-time
    Thank you for your interest in a career at Regions.At Regions, we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build ...Show more
    Last updated: 30+ days ago • Promoted
    J.P. Morgan Wealth Management Private Client Advisor - North Tarrant County, TX

    J.P. Morgan Wealth Management Private Client Advisor - North Tarrant County, TX

    JPMorgan Chase • Colleyville, TX, US
    Full-time
    Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Specialist

    Wealth Specialist

    MAI Wealth Management, Inc. • Dallas, TX, US
    Full-time
    The Wealth Specialist will be a member of a team that supports ultra-high net worth client relationships within our Family Office. We help our clients by developing individualized plans and provide ...Show more
    Last updated: 30+ days ago • Promoted
    Account Development Representative

    Account Development Representative

    VirtualVocations • Grand Prairie, Texas, United States
    Full-time
    A company is looking for an Account Development Representative I.Key Responsibilities Partner with Account Executives to target assigned accounts and develop new relationships Research and under...Show more
    Last updated: 30+ days ago • Promoted
    Senior Wealth Advisor

    Senior Wealth Advisor

    Comerica • Dallas, TX, US
    Full-time
    Vice President, Senior Wealth Advisor.The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of the Wealth & Institutional Management business un...Show more
    Last updated: 30+ days ago • Promoted
    Business Development Representative

    Business Development Representative

    Vip Staffing - zrsdal • Dallas, TX, US
    Full-time
    Business Development Representative – Light Industrial & Professional Staffing.Location : Dallas, Texas Competitive Pay + Commission. Are you a natural connector who turns conversations int...Show more
    Last updated: 30+ days ago • Promoted
    Lead Financial Advisor

    Lead Financial Advisor

    VirtualVocations • Grand Prairie, Texas, United States
    Full-time
    A company is looking for a Lead Financial Advisor.Key Responsibilities Provide personalized financial advice, including equity compensation planning and retirement planning Develop and maintain ...Show more
    Last updated: 17 days ago • Promoted
    Financial Planner / Advisor

    Financial Planner / Advisor

    Melanin Money • Dallas, TX, US
    Full-time
    Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized strategies that guide clients toward financial independence? If so, Melanin...Show more
    Last updated: 30+ days ago • Promoted
    Associate, Advisor Business Development

    Associate, Advisor Business Development

    Farther • Dallas, TX, US
    Full-time
    Associate, Advisor Business Development.Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experien...Show more
    Last updated: 14 days ago • Promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce • 75233 Dallas, TX, US
    Full-time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show more
    Last updated: 30+ days ago • Promoted
    Property & Casualty Licensed Partner Development Associate

    Property & Casualty Licensed Partner Development Associate

    VirtualVocations • Mesquite, Texas, United States
    Full-time
    A company is looking for a Partner Development Associate to join their team.Key Responsibilities Identify and qualify potential partners through research and outreach strategies Manage communica...Show more
    Last updated: 3 days ago • Promoted
    Mortgage Business Development Representative

    Mortgage Business Development Representative

    VirtualVocations • Mesquite, Texas, United States
    Full-time
    A company is looking for a Mortgage Business Development Representative.Key Responsibilities : Identify and engage prospective Real Estate Agents, Loan Originators, and potential customers Develo...Show more
    Last updated: 30+ days ago • Promoted
    Business Development Representative - Financial Sales

    Business Development Representative - Financial Sales

    Ryan Transportation • Dallas, TX, US
    Full-time
    Business Development Representative.About Shamrock Trading Corporation.RTS is part of Shamrock Trading Corporation, a family of brands that has been serving the transportation and logistics industr...Show more
    Last updated: 4 days ago • Promoted