Associate
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About The Position
Bernstein Private Wealth Management is a premier investment management firm that specializes in advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we prioritize people and are committed to selecting and developing high-caliber talent. The role of a Private Wealth Associate is designed for client service professionals who demonstrate drive, ambition, and exceptional communication and relationship-building skills. In collaboration with Financial Advisors, Associates play a crucial role in propelling the growth of our Private Wealth Management Platform. This position offers an exciting and challenging opportunity to partner with Advisors in providing asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. As an Associate, you will collaborate and network with senior professionals throughout the firm to fuel your career success. You will partner with Financial Advisors to build their business and provide essential service and support functions, including portfolio analysis, account creation and maintenance, and preparation for client/prospect meetings. Building strong relationships with clients and prospective clients is key to understanding and supporting all aspects of their servicing needs. Our goal is to provide a world-class level of customer service and support. The Associate Development Program (ADP) is a robust and comprehensive training program designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills necessary for long-term stability and success, regardless of your incoming background. The program includes in-depth industry training on proprietary investments, services, policies, and procedures, as well as advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies. Additionally, the program focuses on client service excellence, partnership and sales training, and behavioral training aimed at developing communication, leadership, and other professional skills. Career management, one-on-one coaching, and specialized skills training are also integral components of the program, ensuring that Associates have a personalized roadmap for success. As Associates progress in their roles and achieve core competencies over the course of approximately three years, they will have opportunities to advance into other exciting positions within Bernstein Private Wealth Management, including roles in Leadership, Wealth Strategies, Investment Strategies, or even building their own business as an Advisor. We take the development of our Associates seriously, focusing on understanding each individual's strengths and aspirations to create a personalized roadmap for success.
