VP/Wealth Advisor
Bernstein Private Wealth Management
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.
Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.
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:
- 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
..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
Who We Are:
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 of intellectual curiosity and collaboration 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 We Stand For:
TRUSTWORTHINESS—We are accountable. Integrity, transparency and reliability are core to our business model.
INNOVATION—We're always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes.
TEAMWORK—We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service.
EQUITY—We are committed to building a culture of diverse perspectives – one where all employees feel valued and are treated fairly.
COMMUNITY—We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals.
RESPONSIBILITY–We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us.
Our Market-Leading Training Program:
We do not take our success for granted. The firm's culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at Bernstein including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn't stop there. xhyhwjd We support our advisors with continuing education and ongoing professional development throughout their careers.
For further important information about AllianceBernstein please click here
- ...JOB SUMMARY The Wealth Advisor serves as a primary point of contact for client relationships, helping clients navigate financial decisions related to retirement, investments, tax planning, estate planning, risk management, and wealth transfer strategies. This role works...SuggestedFull time
$151k - $203k
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization...SuggestedFull timeWork at officeLocal areaRemote work- ...academic affiliations — ensuring alignment with the OIG's 7 elements of an effective compliance program.Serve as principal compliance advisor to the CEO, Cabinet, and Board Audit & Compliance Committee, delivering reporting, risk updates, and executive-session briefings....Suggested
- ...for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning... ...banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full...SuggestedTemporary workWork experience placementLocal area
- ...Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance VP Internal Audit About the Role Sedgwick is seeking a seasoned and highly effective Vice President, IT Internal Audit to help...SuggestedLocal areaRemote work
$85k - $145k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives... ...about the ranking criteria methodology here.Job Summary:The Wealth Advisor focuses on deepening relationships with an established...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Florida.PNC is an in-office company that fosters a supportive culture where employees...Full timeTemporary workPart timeWork experience placementWork at office
$185k - $215k
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Description Senior Wealth Advisor Company: Elite Insurance Partners (EIP) Location: Tampa, FL Employment Type: Full-Time Compensation: Competitive Base Salary + Uncapped Performance Bonuses $300K+ Earning Potential About the Opportunity Elite...Full timeWork at office
- ...Senior Wealth Advisor Apply ( locations Tampa, FL time type Full time posted on Posted 30+ Days Ago job requisition id 180946 Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP®) with a passion for transforming lives...Full timeLocal areaRemote work
- ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those... ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-...
$166k - $192k
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization...Full timeWork at officeLocal areaRemote work1 day per week- ...Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide...Full timeContract workWork at officeImmediate start
$121 - $194 per hour
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization...Full timeWork at officeLocal areaRemote work1 day per week- Tiger Resourcing Group is seeking a Vice President – Transportation & ITS to lead and grow the Texas transportation business. This strategic leadership role focuses on delivering innovative engineering and technology solutions for safer, more efficient, and sustainable...Remote job
- Job Description Underwrite new money transactions from initial analysis through credit approval Review borrower financial spreads and perform preliminary credit analysis to support prescreen decisions, including assessment of performance trends, leverage, cash ...
- Equity LifeStyle Properties is seeking a Regional Vice President to oversee a diverse portfolio of communities across the region and drive financial performance while maintaining high customer service standards. You will partner with senior management to set strategic...
- Testing Site - JPMC is seeking a Product Solutions Manager in Emerging Payment Rails to lead solutioning and define tailored client solutions in partnership with Sales. You will act as the voice of the customer, translating needs into implementable designs for key client...
- JPMorgan Chase & Co. seeks a Vice President to transform sanctions screening performance by delivering predictive analytics and actionable insights. You will bridge analytics, technology, and operations to reduce false positives and accelerate automation across the screening...
- ...Ensure analytical integrity, data quality, and governance standards across forecasting and reporting processes. Serve as a trusted advisor to executive leadership on forecasting assumptions, capacity strategies, staffing implications, and business performance. Foster...Full timeTemporary work
- ...Job Description Job Description VP, Strategic Accounts & Revenue Growth United States | Remote | Full-Time | Direct Hire MaxIT Consulting – Max Corporate Group is conducting a confidential executive search for a rapidly growing U.S. manufacturing organization....Full timeRemote workRelocationFlexible hours
- Job Description & Requirements Division Chief, Breast Pathology StartDate: ASAP Lead a distinguished breast pathology program at one of the nation's premier cancer institutions. The nationally ranked Moffitt Cancer Center seeks a Division Chief of Breast Pathology...Live inImmediate start
- Financial Advisor with Sandy Morris Financial In-Office Position How to Apply If you’re a personable, motivated advisor ready to grow with a high-performance firm that values your expertise and supports your success, we’d love to hear from you. Apply directly through...Full timeWork at office
$180k - $355.5k
Position Summary Associate VP, Network Engineering Our Enterprise Networks practice, part of Hybrid Cloud Infrastructure within AI & Engineering, helps clients architect, modernize, and operate the network foundation that underpins their digital and AI-driven ambitions...Local area$169k - $205k
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization...Full timeLocal areaImmediate startRemote workFlexible hours1 day per week- Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization...Full timeWork at officeLocal areaRemote work
- A technology service provider is seeking a Vice President of Service and Support based in Tampa, FL. The ideal candidate will lead customer-facing operations, ensuring best-in-class service and strategic alignment with company goals. Responsibilities include team leadership...
- ...JPMorgan Chase & Co. in Tampa is seeking a strategic VP to lead Commercial Card & Prepaid Card Fraud Strategy. You will own fraud detection strategies, balance risk with client experience, and chair a cross-functional team across Product, Technology, Operations, Risk...
- OWT Global is seeking an anticipatory, financially grounded program executive to lead a company-wide PMO and ensure new and existing programs are ready, predictable and reliably executed. The Vice President of Programs will report to the CEO, manage the PMO, and oversee...
- Testing Site - JPMC in Tampa is seeking an Americas Cash Operations – Control Manager Lead – Vice President to drive risk and control management across multiple locations, ensuring robust regulatory compliance and resilient operations. You will partner with global teams...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP/Wealth Advisor. Be the first to apply!
- senior associate vice president Tampa, FL
- vp hr Tampa, FL
- vp of product (remote) Tampa, FL
- vice president of quality Tampa, FL
- vice president facilities Tampa, FL
- investment banking vice president Tampa, FL
- vice president education Tampa, FL
- vice president of environmental health and safety Tampa, FL
- vice president manufacturing Tampa, FL
- vp merchandising Tampa, FL





