Private Wealth Associate

1 month ago

Minneapolis, Minnesota, United States AllianceBernstein Holding L.P. 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 play a critical role in helping our clients achieve their financial goals.

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.
  • Strive to provide a world-class level of customer service and support.
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.

Job Qualifications:
  • Strong analytical and communication skills, with the ability to build relationships and thrive in a rigorous and challenging environment.
  • Accomplished team players with a bachelor's degree and strong leadership experience.
  • Proficiency in Word and Excel is required.
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.

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.

Join us in pursuing insights that unlock opportunities. Learn more at Our Purpose and What We Stand for.

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