Associate

AllianceBernstein LP • New York, NY

7d

About The Position

Bernstein Private Wealth Management is seeking an Associate to partner with Financial Advisors and support the growth of its Private Wealth Management platform. Associates help provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. The role includes client service and business-support work, including portfolio analysis, account creation and maintenance, and preparing for client and prospect meetings.

Associates participate in the Associate Development Program (ADP), a comprehensive training program intended to build investment knowledge and quantitative and qualitative skills. Training covers proprietary investments, services, policies and procedures; trusts and estates, wealth planning, investment management philosophies, and financial management strategies; client service, partnership, and sales; communication and leadership; and career management, one-on-one coaching, and specialized skills. Career paths may include client service, Leadership, Wealth Strategies, Investment Strategies, or developing an Advisor business. As Associates demonstrate milestones and core competencies, typically over about three years, they may advance to other opportunities at Bernstein Private Wealth Management.

Bernstein Private Wealth Management advises high-net-worth clients on the complexities of wealth through a holistic approach, flexible process, innovative research, sophisticated modeling, and investment solutions. It is a business unit of AllianceBernstein, which has 4,400 employees across 51 locations in 25 countries and more than $700 billion in assets under management. The position is in New York, New York.

Requirements

• Strong analytical and written and verbal communication skills, with the ability to build relationships.
• Ability to work as a team player 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, academic excellence, and strong leadership experience.
• Proficiency in Microsoft Word and Excel.

Nice To Haves

• One to two years of client service experience.
• Financial services industry experience.
• SIE, Series 7, or Series 63 licenses; the firm will sponsor the required exams.

Responsibilities

• Collaborate and network with senior professionals throughout the firm to support career success.
• 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.
• Participate in the Associate Development Program and its training, coaching, and career-development activities.

What This Job Offers

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