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:
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:
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.
1-2 years client service experience. Bernstein will sponsor required series exams, including SIE, Series 7, and Series 63 but candidates with licenses preferred.
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 Francisco, CaliforniaPosted TodayFull timeR0004372
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