Associate
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. They 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 support, portfolio analysis, account creation and maintenance, and preparation for client and prospect meetings. Associates participate in the Associate Development Program (ADP), a comprehensive training program designed to build investment knowledge and develop quantitative, qualitative, communication, leadership, and professional skills. Training covers proprietary investments, services, policies and procedures, trusts and estates, wealth planning, investment management, financial management, client service, partnership, and sales. Associates also receive career management, one-on-one coaching, and specialized skills training. As Associates progress and demonstrate core competencies, they may pursue opportunities in client service, Leadership, Wealth Strategies, Investment Strategies, or as an Advisor.
Requirements
- Bachelor's degree with excellence in academics.
- Strong analytical skills.
- Strong written and verbal communication skills.
- Ability to build relationships.
- Ability to work as a team player in a rigorous and challenging environment.
- Client-focused and detail-oriented approach.
- Ability to multitask and work under pressure in a fast-paced atmosphere.
- Proficiency in 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.
Responsibilities
- Partner with Financial Advisors to help build their business and provide 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.
- Collaborate and network with senior professionals throughout the firm.
- Participate in the Associate Development Program and develop investment, client service, communication, leadership, and professional skills.
Benefits
- Benefits may be available depending on eligibility.
- Commissions may be included in total compensation depending on eligibility.
- Year-end incentive compensation may be included depending on eligibility.
- Other incentives may be included depending on eligibility.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
