Associate

AllianceBernstein LP • Boston, MA

2d

About The Position

Bernstein Private Wealth Management Associates are client service professionals who partner with Financial Advisors to support the growth of the Private Wealth Management Platform. The role provides an opportunity to work with high-net-worth individuals and families on asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning. Associates collaborate with senior professionals, help build advisor businesses, support client and prospect needs, and provide high-quality service.

Associates participate in the Associate Development Program (ADP), a comprehensive training program designed to build investment knowledge and quantitative and qualitative skills. Training includes proprietary investments, services, policies and procedures; trusts and estates, wealth planning, investment management philosophies and financial management strategies; client service, partnership and sales; behavioral and professional skills; and career management, coaching and specialized skills training. Career paths may include continued client service work, Leadership, Wealth Strategies, Investment Strategies, or becoming an Advisor. As Associates demonstrate core competencies and reach milestones, typically over approximately three years, they may advance to other opportunities at Bernstein Private Wealth Management.

Requirements

• Strong analytical and written and verbal communication skills, with the ability to build relationships.
• Team-oriented and able to thrive in a rigorous and challenging environment.
• Client-focused and detail-oriented, with the ability to multitask and work under pressure in a fast-paced atmosphere.
• Bachelor's degree, excellence in academics, and strong leadership experience.
• Proficiency in Microsoft Word and Excel.
• The firm will sponsor required exams, including SIE, Series 7, and Series 63.

Nice To Haves

• One to two years of client service experience.
• Financial services industry experience.
• Existing licenses, including SIE, Series 7, or Series 63.

Responsibilities

• Collaborate and network with senior professionals throughout the firm.
• Partner with Financial Advisors to build their business and provide service and support, including portfolio analysis, account creation and maintenance, and client and prospect meeting preparation.
• Build relationships with clients and prospective clients to understand and support their servicing needs.
• Provide a high level of customer service and support.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level