Private Wealth Associate

AllianceBernstein LP • Denver, CO

1d

About The Position

Bernstein Private Wealth Management advises high-net-worth and ultra-high-net-worth clients. The Private Wealth Associate partners with Financial Advisors to support the growth of the firm’s Private Wealth Management platform and deliver client service. The role may include providing asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning support for individuals and families.

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; and communication, leadership, and other professional skills. Associates also receive career management, one-on-one coaching, and specialized skills training. As Associates progress and demonstrate core competencies, typically over approximately three years, they may advance to opportunities in client service, Leadership, Wealth Strategies, Investment Strategies, or as an Advisor.

Requirements

• Strong analytical skills.
• Strong written and verbal communication skills and the ability to build relationships.
• Ability to work effectively 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 environment.
• Bachelor’s degree, academic excellence, and strong leadership experience.
• Proficiency in Word and Excel.

Nice To Haves

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

Responsibilities

• Collaborate and network with senior professionals throughout the firm.
• Partner with Financial Advisors to build their business and provide service and support, including portfolio analysis, account creation and maintenance, and preparation for client and prospect meetings.
• 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