Private Wealth Associate
About The Position
Bernstein Private Wealth Management advises high-net-worth and ultra-high-net-worth clients. Private Wealth Associates are client service professionals who collaborate with Financial Advisors to support and grow the firm's Private Wealth Management platform. The role includes providing asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for individuals and families. Associates partner with Financial Advisors on business development and client service, including portfolio analysis, account creation and maintenance, and preparation for client and prospect meetings. They also build relationships with clients and prospective clients, support their servicing needs, and deliver a high level of customer service. Associates participate in the Associate Development Program (ADP), a comprehensive training program covering proprietary investments, services, policies and procedures; trusts and estates; wealth planning; investment management; financial management strategies; client service; partnership and sales; communication and leadership; and career management and specialized skills. Career paths may include client service, Leadership, Wealth Strategies, Investment Strategies, or building a business as an Advisor. Associates typically progress to other opportunities after demonstrating core competencies and achieving milestones over approximately three years.
Requirements
- Strong analytical skills.
- Strong written and verbal communication skills and the ability to build relationships.
- Ability to thrive as a team player in a rigorous and challenging environment.
- Client-focused and detail-oriented, with the ability to multitask and work under pressure in a fast-paced atmosphere.
- Bachelor's degree, academic excellence, and strong leadership experience.
- Proficiency in Microsoft Word and Excel.
Nice To Haves
- One to two years of client service experience.
- Financial services industry experience.
- Existing licenses; the firm will sponsor required exams, including SIE, Series 7, and Series 63.
Responsibilities
- Collaborate and network with senior professionals throughout the firm.
- Partner with Financial Advisors to build their business.
- Provide 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.
Benefits
- Depending on eligibility, total compensation may include benefits, commissions, year-end incentive compensation, and other incentives.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
