Private Wealth Associate

3 days ago

Houston, Texas, United States AllianceBernstein Full time
Job Overview

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As a leading financial services organization, we prioritize talent development and strive to select and cultivate exceptional professionals.

Key Responsibilities
  • Collaborate with senior professionals to drive career success and fuel business growth
  • Partner with financial advisors to build their business and provide support functions such as portfolio analysis, account creation, and client/prospect meeting preparation
  • Build relationships with clients and prospective clients to understand and address their servicing needs
  • Deliver a world-class level of customer service and support
Development Opportunities

Associates will participate in a comprehensive training program, the Associate Development Program (ADP), designed to build a foundation of investment knowledge and develop the skills needed to achieve long-term stability and success.

  • In-depth industry training on proprietary investments, services, policies, and procedures
  • Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
  • Focus on client service excellence, partnership, and sales training to provide an exceptional client experience
  • Behavioral training to develop communication, leadership, and other professional skills
  • Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role
Qualifications
  • Strong analytical and communication skills, with the ability to build relationships
  • Accomplished team players who thrive in a rigorous and challenging environment
  • Client-focused and detail-oriented individuals with a strong ability to multitask and work under pressure
  • Bachelor's degree with excellence in academics and strong leadership experience
  • Proficiency in Word and Excel
Desired Qualifications
  • 1-2 years of client service experience, with financial services industry experience a plus
  • The firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus
About Bernstein Private Wealth Management

Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs.

Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.

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