Private Wealth Associate
About The Position
Bernstein Private Wealth Associates are client service professionals who partner with Financial Advisors to help grow the Private Wealth Management Platform. They support high-net-worth and ultra-high-net-worth individuals and families through asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning. The role includes business development support, client servicing, and delivering a high level of customer service. Associates participate in the Associate Development Program (ADP), a comprehensive training program designed to build investment knowledge and develop quantitative, qualitative, communication, leadership, and professional skills. Training covers proprietary investments, services, policies and procedures; trusts and estates; wealth planning; investment management philosophies; financial management strategies; client service; partnership and sales; and career management. Associates receive one-on-one coaching and specialized skills training. Career paths may include client service, Leadership, Wealth Strategies, Investment Strategies, or becoming an Advisor. Advancement to other opportunities typically occurs as Associates achieve milestones and core competencies over approximately three years.
Requirements
- Strong analytical skills.
- Strong written and verbal communication skills.
- Ability to build relationships.
- Ability to thrive 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 atmosphere.
- Bachelor's degree with academic excellence.
- Strong leadership experience.
- Proficiency in Microsoft Word and Excel.
Nice To Haves
- One to two years of client service experience.
- Financial services industry experience.
- SIE, Series 7, or Series 63 licenses; the firm will sponsor required series exams.
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
- Benefits may be available depending on eligibility.
- Commissions, year-end incentive compensation, and other incentives may be available depending on eligibility.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
