Associate

AllianceBernstein • Tampa, FL

391d

About The Position

The Associate position at Bernstein Private Wealth Management is designed for client service professionals who are driven, ambitious, and possess exceptional communication and relationship-building skills. Associates work closely with Financial Advisors to enhance the growth of the Private Wealth Management Platform by providing asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. This role offers a unique opportunity to participate in a comprehensive development program aimed at building a strong foundation in investment knowledge and essential skills for long-term success.

Requirements

• Strong analytical and communication skills (both written and verbal)
• Ability to build relationships
• Team player who thrives in a rigorous and challenging environment
• Client-focused and detail-oriented with strong multi-tasking abilities
• Bachelor's degree with excellence in academics and strong leadership experience
• Proficiency in Word and Excel

Nice To Haves

• 1-2 years client service experience
• Financial services industry experience
• Candidates with licenses for SIE, Series 7, and Series 63 are a plus

Responsibilities

• Collaborate and network with senior professionals throughout the firm to fuel career success
• Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
• Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
• Strive to provide a world-class level of customer service and support

Benefits

• Comprehensive training program
• Career management and one-on-one coaching
• Opportunities for advancement in various areas including Leadership and Wealth Strategies

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees