Associate

Position Overview

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Associates collaborate and network with senior professionals throughout the firm to fuel career success.

Our Role

Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation. Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs. Strive to provide a world-class level of customer service and support.

The Associate Development Program (ADP)

The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background. Components of the ADP include in-depth industry training on proprietary investments, services, policies and procedures, advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies, a focus on client service excellence, partnership and sales training in order to provide an exceptional client experience, behavioral training geared toward the development of communication, leadership, and other professional skills, career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role.

Job Qualifications

• Strong analytical and communication skills (both written and verbal) and an ability to build relationships
• Accomplished team players who thrive in a rigorous and challenging environment
• Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
• Individuals who have a bachelor's degree with excellence in academics and strong leadership experience
• Proficiency in Word and Excel are required

Desired Qualifications

• 1-2 years client service experience, financial services industry experience a plus
• The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus

About the Firm

We are a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management. Join us in pursuing insights that unlock opportunities. Learn more at http://www.Bernstein.com. To learn more about Our Purpose and What We Stand for, visit us at http://www.bernstein.com/our-story/.