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Financial Advisor, Vice President

In a world where most investment managers look-alike, Bernstein Private Wealth Management has evolved into an organization like no other. We have the resources of the largest global firms, but the service culture of a boutique. AB ranks among the leading investment management firms in the world with over $500 billion in assets under management. And, while many firms can point to a comparable worldwide footprint, few can lay claim to 50 years of serving private clients. Our resources are vast, but our relationships are personal, and we aspire to make every client feel like they are our only client.

Bernstein Private Wealth Management’s clients are located around the globe. Bernstein has offices in Atlanta, Boston, Chicago, Cleveland, Dallas, Denver, Houston, Los Angeles, Miami, Minneapolis, Nashville, New York, Philadelphia, San Diego, San Francisco, Seattle, Tampa, Washington, D.C., and West Palm Beach. Bernstein Private Wealth Management reported $110 billion in assets under management as of March 31, 2021. For more information, please visit

The Financial Advisor (“Advisor” or “FA”) is a critical member of the Bernstein Private Wealth Management Team. The principal role of the advisor is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence. Advisors are also responsible for maintaining close, ongoing relationships with their existing clients.
Bernstein’s Advisors work closely with clients who have the benefit of substantial assets, but the burden of significant complexity. Advisors, partnering with the firm’s planning and investment professionals begin with a discovery process that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the advisor to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth.


The Ideal Candidate
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, global families, artists, and collectors. While our advisors have diverse backgrounds and perspectives, we have found the most effective financial advisors embody the following characteristics:

  • Entrepreneurial Spirit
  • Intellectual Curiosity
  • High Emotional Quotient (“EQ”)
  • Drive for Success
  • Excellent Interpersonal and Communication Skills
  • Spirit of Generosity in Working with and Within Their Community
  • 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
  • Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions
  • Comfortable interacting with individuals of significant wealth
  • Trustworthiness and personal integrity that is beyond reproach
  • Strong academic credentials
  • A minimum of seven years of relevant work experience in finance, sales, entrepreneurship or private wealth management

Our Market-Leading Training Program
We do not take our success for granted. Bernstein’s culture is deeply rooted in lifelong learning 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 best-in-class training. Every new advisor must complete our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary to build a foundation for success.

Subject areas include:
  • Capital markets
  • Thorough understanding of Bernstein’s investment platform, services, and planning capabilities
  • Understanding the art of deep client discovery, active listening, and Socratic sales skills
  • Building a successful practice
  • Utilizing Bernstein research to help clients with important investing and life goals

Our new advisor training program—which consists of more than 200 modules—is facilitated by portfolio managers, wealth strategists, economists, and senior management to ensure advisors launch from training with key skills and a deep understanding of our unique value proposition. Training does not stop there. For Bernstein to remain the advisor of choice for our clients, we offer continuing education on various topics. Advisors are also invited to incremental training sessions after they have been with the firm for one year. We are fully invested in the success of every advisor.