Private Wealth Associate

AllianceBernstein • San Diego, CA

447d

About The Position

The Bernstein Private Wealth Management Associate position is designed for client service professionals who will collaborate with Financial Advisors to enhance the growth of the Private Wealth Management Platform. Associates will provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. This role emphasizes exceptional communication and relationship-building skills, with a focus on delivering world-class customer service and support.

Requirements

• Strong analytical and communication skills (both written and verbal).
• Ability to build relationships and work collaboratively in a team 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, preferably in the financial services industry.
• Possession of relevant licenses such as SIE, Series 7, and Series 63.

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 Development Program including in-depth industry training and advanced training on trusts & estates, wealth planning, and investment management.
• Career management and one-on-one coaching opportunities.
• Potential for advancement into various roles within the firm.

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