Private Wealth Associate
22 hours ago
Bernstein Private Wealth Management is a premier investment management firm that advises high-net-worth and ultra-high-net-worth clients. As an industry leader, we prioritize people and take pride in selecting and developing high-caliber talent.
Key Responsibilities- Collaborate with senior professionals to fuel career success and drive business growth.
- Partner with Financial Advisors to build their business and provide service and support functions.
- Build relationships with clients and prospective clients to understand and support their servicing needs.
- Strive to provide a world-class level of customer service and support.
Associates will participate in a robust and comprehensive training program, the Associate Development Program (ADP). This program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative 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.
- A focus on client service excellence, partnership, and sales training to provide an exceptional 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.
We are seeking individuals who possess strong analytical and communication skills, as well as an ability to build relationships. Accomplished team players who thrive in a rigorous and challenging environment are also ideal candidates.
- Client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere.
- Proficiency in Word and Excel is required.
Candidates with 1-2 years of client service experience, financial services industry experience, and relevant licenses are preferred.
- The Firm will sponsor required series exams, including SIE, Series 7, and Series 63.
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 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management.
Learn more at www.Bernstein.com
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