Private Wealth Management Professional

3 days ago

Houston, Texas, United States AllianceBernstein Full time
Unlock Your Potential as a Private Wealth Associate

Bernstein Private Wealth Management is a premier investment management firm that advises high-net-worth and ultra-high-net-worth clients. As a Private Wealth Associate, you will be part of a team that puts people first and prides itself on selecting and developing high-caliber talent.

As a key member of our team, you will collaborate with senior professionals to fuel your career success and partner with Financial Advisors to build their business. You will also build relationships with clients and prospective clients to understand and support all aspects of their servicing needs.

Our Comprehensive Development Program

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

Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor.

Job Qualifications

We are seeking individuals who possess strong analytical and communication skills, both written and verbal, and 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 are required

We will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus.

About AllianceBernstein

AllianceBernstein 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.

We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs.

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