Private Wealth Associate Private Wealth Associate …

Alliancebernstein L P
à San Diego, CA, États-Unis
CDI, Plein-temps
Dernière candidature, 23 juin 20
Competitive
Alliancebernstein L P
à San Diego, CA, États-Unis
CDI, Plein-temps
Dernière candidature, 23 juin 20
Competitive
Private Wealth Associate
Private Wealth Associate San Diego, California/en-US/alliancebernsteincareers/job/San-Diego-California/Private-Wealth-Associate_R0004306/apply

POSITION OVERVIEW:

We are looking for a Private Wealth Associate to work in a client facing role with a team of Financial Advisors for Bernstein Private Wealth Management.  This role will require candidates to build upon their current skill set and will provide unparalleled immersion into all aspects of the wealth management industry. This is an exciting and challenging opportunity to partner with Financial Advisors to provide all aspects of client servicing including asset allocation advice, portfolio analytics, Trust & Estate Planning, Retirement Planning, and Core/Discretionary Planning for high net worth clients and prospects.

A Private Wealth Associate will:

  • 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
  • Partner with team members to accomplish a common goal of providing exceptional service
  • Interact with clients to support all aspects of their servicing needs related to the management of their relationship
  • Interact and network with senior professionals throughout the firm to fuel career success

Training Program:

Private Wealth Associates will participate in a comprehensive and robust three-phase training program. The Associate Development Program (ADP) will enable Associates to build a foundation of knowledge and develop skills needed to achieve client service excellence and fuel success as a financial professional.  Curriculum will be delivered both in a formal classroom and on the job setting.  Content can include:

  • In-depth industry training, as well as on proprietary investments, services, policies and procedures
  • Advanced training on trusts & estates, wealth planning analytics, investment management philosophies, and financial management strategies
  • A focus on client service excellence, partnership and sales training in order to strengthen the client experience
  • Behavioral training geared toward the development of communication, leadership, and other professional skills
  • Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role

​QUALIFICATIONS:

The ideal candidate should have a bachelor’s degree in business, finance or economics with excellence in academics and strong leadership experience.  Candidates should either have two years of industry experience or be a recent college graduate with relevant internships. 

We are looking for accomplished team players who seek a rigorous and challenging environment for their career development.  Candidates should be client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere.  They should also possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships.  Proficiency in Word and Excel are required.

Desired Qualifications 

1-2 years client service experience. Bernstein will sponsor required series exams, including SIE, Series 7, and Series 63 but candidates with licenses preferred.

COMPANY OVERVIEW:

Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein’s integrated approach allows the firm to tailor each client’s portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on AB’s deep research expertise across asset classes and geographies.

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation. Gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria. 

San Diego, CaliforniaPosted TodayFull timeR0004306

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the globe. With over 3,700 employees across 51 locations operating in 25 countries, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we want to support you in making your impact. If you're ready to challenge your limits and empower your career, join us!

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