Private Wealth 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 are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform.

About the Role

An Associate Will Collaborate and network with senior professionals throughout the firm to fuel career success. 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.

Responsibilities

• Collaborate and network with senior professionals throughout the firm to fuel career success
• 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

Requirements

• Strong analytical and communication skills (both written and verbal)
• 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

Qualifications

• People who possess 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
• Desired qualifications include 1-2 years client service experience, financial services industry experience, and proficiency in Word and Excel

Skills

We are seeking individuals who have a bachelor's degree with excellence in academics and strong leadership experience. Desired qualifications include 1-2 years client service experience, financial services industry experience, and proficiency in Word and Excel. Candidates with licenses are a plus.

Benefits

The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus.

Pay

Details on pay are not specified in the job posting.

Schedule

Details on schedule are not specified in the job posting.

Company Overview

Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is 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/overview.html.