Private Wealth Associate

About the role

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. Bernstein Private Wealth Associates are client service professionals who collaborate with Financial Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.

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

Associate Development Program

Associates participate in a robust training program — The Associate Development Program (ADP) — designed to build a foundation of investment knowledge and develop quantitative and qualitative skills for long-term success.

• Components of ADP:
• 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
• Focus on client service excellence, partnership and sales training for an exceptional client experience
• Behavioral training for communication, leadership, and other professional skills
• Career management, one-on-one coaching, and specialized skills training

Associates have opportunities to continue their career as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. The firm personalizes development roadmaps based on individual strengths and aspirations, with advancement opportunities as milestones are achieved (typically over ~3 years).

Qualifications

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

Desired Qualifications:

• 1–2 years of client service experience; financial services industry experience a plus
• Licenses a plus; the firm will sponsor required series exams, including SIE, Series 7, and Series 63

Company Overview

Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. The firm specializes in addressing challenges that extend beyond wealth management by offering a vast network of customized resources aligned with clients’ values and needs. Bernstein is distinguished by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions.

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.

Base Salary Range: $80,000 to $86,000. Actual base salaries may vary based on education, training, experience, past performance, and other job-related factors.