Former Elite Athletes. Exceptional Wealth Advisors.
Join Bernstein Private Wealth Management
This opportunity is designed for former elite athletes who have already established careers within financial services and are ready to build or expand their advisory practice within a leading wealth management firm.
This is not an entry-level transition role, but a career progression opportunity for experienced wealth professionals.
Personalized Wealth Management at Bernstein
Bernstein Private Wealth Management helps high-net-worth clients plan for — and live with — the complexities of wealth by providing personalized solutions tailored to their values and needs.
Clients choose Bernstein Private Wealth Management for our blend of flexibility, insight, and personal attention. For nearly 60 years, clients have benefited from our singular focus on aligned interests and accountability. We offer a flexible approach, giving clients access to elite Bernstein managers and top-tier external experts. And our advice is powered by exceptional research and sophisticated modeling, ensuring clarity and precision in every recommendation. Above all, despite our vast resources, we pride ourselves on personalized service, making every client feel like they are our only client.
The Wealth Advisor Role
Advisors are the key to our business. The best thing about being an advisor at Bernstein is the deep connections you’ll form with clients. Bernstein advisors help clients navigate complex investment and planning decisions, while growing an advisory practice with the support of our extensive resources. At Bernstein you will build substantial, enduring practices around client segments that inspire a genuine passion in you. Our Wealth Advisors serve as financial confidants, first attracting clients to Bernstein and then helping those clients meet their unique challenges that often extend well beyond managing wealth. As part of a client's inner circle, the Wealth Advisor strives to intimately understand their clients’ values, lifestyle, and philanthropic goals. They connect clients to Bernstein’s vast planning and investing expertise in a way that is customized, enabling them to make better, more informed wealth decisions.
Why Former Elite Athletes Succeed in Wealth Advisory
Many of the attributes that define successful athletes are the same qualities that define exceptional wealth advisors.
Top advisors build trust over time, perform consistently under pressure and operate with long-term discipline.
Elite athletes have spent their careers developing those exact traits.
For experienced financial professionals with a high-performance background, Bernstein offers a platform where that mindset translates into meaningful client relationships and enduring advisory practices.
Role Locations
This opportunity is available across multiple Bernstein offices, including:
PHILADELPHIA
PHOENIX
PITTSBURGH
SALT LAKE CITY
SAN DIEGO
SAN FRANCISCO
SEATTLE
STAMFORD
TAMPA
TEL AVIV
WASHINGTON, DC
WEST PALM BEACH
ATLANTA
BOSTON
CHICAGO
CLEVELAND
DALLAS
DENVER
HOUSTON
LOS ANGELES
MIAMI
MINNEAPOLIS
NASHVILLE
NEW YORK
Bernstein’s training is the gold standard
Bernstein’s culture is deeply rooted in lifelong learning and professional growth. We never settle for the status quo. Our success is dependent on the success of our advisors who are the bellwether of the industry. No matter your entry point, Bernstein advisors enjoy our unrivaled, immersive 13-week training program which is designed to cover all the critical areas of industry and provide the knowledge and skills necessary to serve our advisors throughout their career.
Your second act with an award-winning team
Our people power our success. We aspire to be the world’s most trusted wealth management firm by rewarding hard work, long-term client focus, integrity, transparency, and reliability with an entrepreneurial drive. Our high staff-to-advisor ratio means you’re surrounded by industry-leading resources across investments, wealth planning, technology, and other disciplines. Having a dedicated team is just one of the reasons Bernstein advisors enjoy higher rates of productivity compared to their peers.
We offer a deep bench of resources and proprietary thought leadership across specialty segments including sports and entertainment professionals, UHNW clients, family offices, business owners, global families, endowments, foundations, and more to help advisors expand their business with subject matter experts at their side.
Bernstein’s Sports and Entertainment wealth management team understands the needs of athletes because many of us come from the same industries. These prominent figures look to us for cutting-edge insights—whether on NIL management or signing a big contract that catapults their wealth. In 2025, our team was named to Billboard's 2025 Top Business Managers list, which features some of the most influential financial advisors, managers and counselors in the media & entertainment space.
Inside Bernstein
The ACT Recruitment Process
ACT Community: Global Leaders in Athlete Career Transition
For more than 15 years, ACT Community has paved the way in athlete career transition, placing former high-performance athletes into new careers with leading global employers. We work directly with organizations, like Bernstein, to provide access to professional opportunities and support you through each stage of the recruitment process.
Our support doesn’t end with the job offer. We remain a long-term partner as you progress in your new career.
Our Advisory Selection & Preparation Process
-
![]()
We begin with a confidential discussion to understand your advisory experience, client focus, ambitions and how Bernstein aligns with your long-term trajectory.
-
![]()
We build a comprehensive professional profile including advisory experience, client segments, growth trajectory and leadership background.
-
![]()
A structured evaluation designed to identify leadership style, decision-making approach and performance characteristics in high-accountability environments.
-
![]()
You will respond to a series of role-specific prompts tailored to experienced wealth professionals, allowing us to understand your advisory philosophy, client approach and career trajectory.
-
![]()
Following successful evaluation, we coordinate a strategic introduction to Bernstein, ensuring alignment between your advisory background, client focus and the firm’s priorities.
-
![]()
You will then progress through Bernstein’s formal interview and selection process as both sides evaluate long-term fit and opportunity.
Meet Richard Evans
ACT Community’s Global Head of Recruitment
Richard is a former semi-pro soccer player with over 15 years experience in talent development and recruitment. He has worked with hundreds of athletes to place them into fulfilling careers with global organizations.
This consultation will cover:
your sporting background, professional experience and current ambitions.
what level you are currently operating at and where this opportunity at Bernstein aligns with your trajectory.
the opportunity for you to ask questions about the role, working at Bernstein and the process ahead
If you want more information about this role or ACT’s recruiting process, you can also reach out to Richard via email at richard@act.community
Speak to our Recruitment Team
Interested in exploring whether this opportunity aligns with your current experience?
Book a confidential consultation with ACT’s recruitment team.
Discover more inside the ACT Community
Being part of ACT Community means approaching competitive applications with stronger context and sharper positioning. Members gain insight into hiring expectations, access to employer perspectives and a network of athletes who have navigated similar processes.
ACT also provides targeted interview preparation, practical workshops and focused conversations led by people who understand both elite sport and business. This support ensures you enter recruitment processes informed, prepared and positioned appropriately.
Beyond individual opportunities, ACT remains a long-term partner in your progression, offering continued access to employer networks and the shared insight of athletes advancing across industries.
Frequently Asked Questions
-
ACT works with athletes at different stages of their careers, from those planning their next move to those already established in business and looking to progress further. We build direct relationships with employers and place athletes into competitive positions across industries.
Beyond individual placements, our online Community provides ongoing access to employer relationships, market insight and a global network of athletes operating in professional environments. This means continued visibility of opportunities, informed perspective on progression and a trusted environment that understands both elite performance and commercial expectations.
Our role is not limited to transition. We remain engaged as careers evolve, ensuring athletes continue to move forward with clarity and intent.
-
This role is suited to individuals who can build trusted relationships, demonstrate commercial awareness and operate with long-term responsibility. Experience advising clients, managing professional relationships or developing a network within a business environment is highly relevant.
You should be able to show how their performance background translates into discipline, accountability and the ability to earn trust over time. For full details on the profile and qualifications expected, please refer to the job description in the About The Wealth Advisor Role section
-
ACT is built for athletes who have competed at a high level, typically regional, collegiate, national, semi-pro, professional, international, Olympic or Paralympic.
-
ACT Community is a global platform built to support athletes in their life beyond sport. We connect you with job opportunities, practical courses, expert guidance and a network of athletes from around the world who have your back and understand what this transition really means.