Private Wealth Associate

AllianceBernstein • West Palm Beach, FL

17h • Onsite

About The Position

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills. In collaboration with Financial Advisors, they help propel the growth of the Private Wealth Management Platform. This role offers an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. Associates will also build relationships with clients and prospective clients to understand and support all aspects of their servicing needs, striving to provide a world-class level of customer service and support. Associates participate in a robust and comprehensive training program called The Associate Development Program (ADP). This program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed for long-term stability and success, regardless of the incoming background. Components of ADP include in-depth industry training on proprietary investments, services, policies, and procedures; advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies; a focus on client service excellence, partnership, and sales training; behavioral training for communication, leadership, and other professional skills; and career management, one-on-one coaching, and specialized skills training. Associates have a myriad of opportunities to continue their career as client service professionals or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. The firm focuses on understanding each individual’s strengths and aspirations, personalizing a roadmap for success. As Associates progress in the role and achieve milestones (typically over the course of ~3 years), they are advanced to other exciting opportunities at Bernstein Private Wealth Management.

Requirements

• Possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
• Accomplished team players who thrive in a rigorous and challenging environment
• Client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
• 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 a plus
• Candidates with required series exams (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 Development Program (The Associate Development Program - ADP)
• In-depth industry training on proprietary investments, services, policies and procedures
• Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
• Client service excellence, partnership and sales training
• Behavioral training geared toward the development of communication, leadership, and other professional skills
• Career management, one-on-one coaching, and specialized skills training
• Opportunities for career advancement (client service professional, Leadership, Wealth Strategies, Investment Strategies, Advisor)
• Sponsorship for required series exams (SIE, Series 7, and Series 63)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees