Private Wealth Management Professional

2 days ago


Cleveland, Ohio, United States AllianceBernstein Holding L.P. Full time
Job Overview

Bernstein Private Wealth Management is a leading investment management firm advising high-net-worth and ultra-high-net-worth clients. We put people first, selecting and developing high-caliber talent to propel the growth of our Private Wealth Management Platform. As an industry leader, we offer exciting opportunities for client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills.

Key Responsibilities:
  • Collaborate with senior professionals to fuel career success and build relationships with clients and prospective clients.
  • Partner with Financial Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning services.
  • Strive to deliver a world-class level of customer service and support.

Comprehensive Development Program

The Associate Development Program (ADP) is a one-of-a-kind opportunity designed to build a foundation of investment knowledge and develop quantitative and qualitative skills needed for long-term stability and success. The program includes in-depth industry training on proprietary investments, advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies.

Expected Salary Range:$80,000 - $100,000 per year, depending on experience and qualifications.

Benefits:
  • Opportunities for career advancement and professional development.
  • A comprehensive benefits package, including medical, dental, and vision insurance.
  • A 401(k) plan with company match.

Requirements:
  • Strong analytical and communication skills.
  • Ability to build relationships and work effectively in a team environment.
  • Bachelor's degree with excellence in academics and strong leadership experience.


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