Private Wealth Associate

AllianceBernstein Holding LP • Washington, MN

76d

About The Position

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is 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.

Requirements

• Strong analytical and communication skills (both written and verbal)
• 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 is a plus
• Candidates with licenses for 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

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