Private Wealth Associate
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About The Position
Bernstein Private Wealth Management is a premier investment management firm that specializes in advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we prioritize people and are committed to selecting and developing high-caliber talent. The Private Wealth Associate role is designed for client service professionals who demonstrate drive, ambition, and exceptional communication and relationship-building skills. In collaboration with Financial Advisors, Associates play a crucial role in propelling the growth of our Private Wealth Management Platform. This position offers an exciting and challenging opportunity to partner with Advisors in providing asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. As a Private Wealth Associate, you will collaborate and network with senior professionals throughout the firm to fuel your career success. You will partner with Financial Advisors to build their business and provide essential service and support functions, including portfolio analysis, account creation and maintenance, and preparation for client and prospect meetings. Building strong relationships with clients and prospective clients is key to understanding and supporting all aspects of their servicing needs, and you will strive to deliver a world-class level of customer service and support. Our Comprehensive Development Program, known as the Associate Development Program (ADP), is a robust training initiative designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills necessary for long-term stability and success. The program includes in-depth industry training on proprietary investments, services, policies, and procedures, as well as advanced training on trusts and estates, wealth planning, investment management philosophies, and financial management strategies. Additionally, the program emphasizes client service excellence, partnership and sales training, and behavioral training focused on communication, leadership, and other professional skills. Associates will also receive career management support, one-on-one coaching, and specialized skills training to help them succeed beyond the Associate role. As you progress in this role, you will have numerous opportunities to continue your career with us, whether as a client service professional or in areas such as Leadership, Wealth Strategies, Investment Strategies, or even building your own business as an Advisor. We take the development of our Associates seriously, focusing on understanding each individual's strengths and aspirations to personalize a roadmap for success. As milestones are achieved and core competencies are demonstrated, typically over the course of approximately three years, we celebrate the opportunity to advance team members to other exciting opportunities within Bernstein Private Wealth Management.
