AO/Analyst, Wealth Strategies

AllianceBernstein • San Diego, CA

121d • $95,000 - $105,000

About The Position

Bernstein's Wealth Strategies team is a multi-disciplinary group of professionals with expertise helping individuals and families navigate complex wealth planning. Our mandate is to provide actionable advice for clients as it relates to planning for lifetime spending, wealth transfer, philanthropy, and the investment implementation of these plans. We focus first on uncovering client priorities, values, and defining goals. We next help our clients achieve these goals by crafting a research based financial plan consistent with their priorities and values. Analysts are integral members of the team, running state-of-the-industry analytics to solve complex investment-related questions, and presenting the findings in one-on-one meetings with clients and prospects.

Requirements

• College education and 2 years of relevant industry experience
• Excellent analytical and problem-solving skills
• Intellectual curiosity that fosters creative and strategic thinking
• Strong communication and presentation skills
• Ability to articulate complex concepts and analytics
• Strong desire to further develop skills and willingness to accept feedback
• Ability to prioritize, multi-task, focus on details, and work well under pressure
• Proficient in Excel and PowerPoint preferred
• Series 7 & 63 registrations required
• Steps towards a CFA or CFP a plus

Responsibilities

• Complete complex Wealth Forecasting Analyses (WFAs)
• Build innovative and customized analyses
• Create custom PowerPoint displays to communicate analysis results
• Quality control WFAs nationwide
• Beta test analytical tool enhancements
• Train new Advisors and Associates
• Partner with local management to evaluate and address WS related business needs
• Work as a team member on various WS projects
• Present analyses and research presentations to clients, prospects, and intermediaries

Benefits

• Health insurance coverage
• Employee wellness program
• Life and disability insurance
• Retirement savings plan
• Paid holidays
• Sick and vacation time off

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees