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AVP / Strategist, UHNW
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Full-time
- This team is looking for an AVP/Strategist with experience and a desire to work with individuals and families on multi-generational wealth planning.
- The Ultrahigh-Net-Worth (UHNW) Strategist will work closely with the Senior National Director of The Center for Legacy Planning, and other members of the UHNW team, and incorporate elements of the Center for Legacy Planning and the UHNW Platform to provide guidance and support to high-net-worth families in the areas of deep discovery, next generation education, and the transfer of values and legacy goals.
- Craft, implement and manage education programs to aid in the leadership and stewardship development of rising generations, including Bernstein's Leadership Accelerator (LAB) program.
- An additional certification (21/64, Family Firm Institute, CFA/CFP etc.)
- Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth.
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