We're Looking for Wealth Advisors
Join a firm with an expansive platform, extensive resources and collaborative culture—everything you need to take your practice to the next level.
Connect with the Central Florida team.
Send a message to Blake Poole, the Managing Director for the region.
Reach your full potential with Bernstein
Bernstein Private Wealth Management has a long-standing presence across the Central Florida region—among the fastest growing regions for UHNW families. Now we’re looking for proven wealth advisors who can make an immediate contribution as we deepen our ties with this key cohort.
Ideally, you are a:
- Solution-oriented, trusted wealth advisor
- Consummate professional who thrives in a fast-paced environment
- Team player who enjoys developing new relationships
- High performer who feels limited and is seeking a well-resourced platform and support model to attract and service UHNW clients.
Not a wealth advisor? Click here for other opportunities at Bernstein.
What sets us apart?
In a recent podcast episode, AdvisorHub's CEO, Tony Sirianni, sits down with Onur Erzan, Bernstein’s Head of Private Wealth, to discuss what makes Bernstein the platform of choice for wealth advisors with a UHNW focus. From direct access to money managers and private alternatives to sophisticated estate planning resources and the backing of patient capital, we empower advisors to deliver bespoke solutions that meet the needs of UHNW clients.
For the advisors that are really UHNW-oriented, looking for a longer term solution, very investment and holistic planning driven—both hard and softer elements of planning—I think we offer a pretty good solution.
Let us be your catalyst
Our Central Florida practice benefits from a long-tenured support team and experienced leadership with a proven record cultivating high-performing advisory practices. If you’re intellectually curious and tend to thrive amid complexity, we can help you make inroads in the growing UHNW market in Orlando and Tampa Bay. Our platform includes valuable resources to help unlock your success:
- Singular focus on money management with over $130B in AUM
- More than half a century advising wealthy families under a fiduciary umbrella
- Seasoned experts with an intimate understanding of UHNW concerns like governance, family dynamics, and preparing the rising generation
- 33 professionals positioned across the country focusing on the intersection of tax, wealth, and estate planning
We also provide dedicated resources for value added services like 401(k) plans, cash balance plans, nonprofit and foundation management, concentrated stock modeling, pre-transaction planning.
Bernstein’s culture thrives on seamless collaboration and national resources, ensuring unparalleled expertise and value for every client and family.
The opportunity
Bernstein has a vision for where the industry is headed. Our clients need and expect an experience that goes beyond cold figures. While other firms close deals, we open worlds, make connections, and forge trustworthy relationships. Our values are reflected in our team. Together we promote a culture of collaboration, inclusion, and unrivaled partnerships.