Private Wealth 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 pivotal, as these client service professionals demonstrate drive, ambition, and exceptional communication and relationship-building skills. They work closely with Financial Advisors to enhance 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 affluent individuals and families. Associates will engage in collaboration and networking with senior professionals throughout the firm to fuel their career success. They 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 and prospect meetings. Building strong relationships with clients and prospective clients is crucial to understanding and supporting all aspects of their servicing needs. Associates are expected to strive for a world-class level of customer service and support. The Comprehensive Development Program, known as the Associate Development Program (ADP), is a robust training initiative that Associates will participate in. This program, developed through significant financial investment and input from industry leaders, is designed to build a solid foundation of investment knowledge and develop the quantitative and qualitative skills necessary for long-term stability and success, regardless of the individual's incoming background. The ADP includes in-depth industry training on proprietary investments, advanced training on trusts and estates, wealth planning, investment management philosophies, and financial management strategies. It emphasizes client service excellence, partnership, and sales training to ensure an exceptional client experience, along with behavioral training focused on communication, leadership, and other professional skills. Career management, one-on-one coaching, and specialized skills training are also integral components of the program, aimed at achieving success beyond the Associate role. As Associates progress in their roles, they will have numerous opportunities to continue their careers within the firm, whether as client service professionals or in areas such as 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 personalize a roadmap for success. As milestones are achieved and core competencies are demonstrated, typically over the course of approximately three years, we celebrate the opportunity to advance team members to other exciting opportunities within Bernstein Private Wealth Management.
