Private Wealth Management Associate
4 days ago
Bernstein Private Wealth Management is a leading investment management firm serving high-net-worth and ultra-high-net-worth clients. Our company prides itself on selecting and developing top talent, fostering a culture of excellence and collaboration.
Job Responsibilities- Collaborate with senior professionals to drive career success and fuel business growth
- Partner with Financial Advisors to provide exceptional client service and support functions
- Build relationships with clients and prospects to understand and meet their needs
- Deliver world-class customer service and support
Associates will participate in a robust training program, the Associate Development Program (ADP), designed to build a foundation of investment knowledge and develop the skills needed for long-term 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
- Client service excellence, partnership, and sales training
- Behavioral training for communication, leadership, and professional skills development
- Career management, one-on-one coaching, and specialized skills training
- Strong analytical and communication skills, with the ability to build relationships
- Accomplished team players who thrive in a challenging environment
- Client-focused and detail-oriented, 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
- 1-2 years of client service experience, with financial services industry experience a plus
- The company 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 of wealth. We specialize in addressing challenges that extend beyond wealth management, offering a vast network of resources tailored 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, with a collaborative culture that supports each client with a team of specialists aligned with a shared sense of purpose.
Bernstein is a business unit of AllianceBernstein, a leading investment manager with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.
Learn more about our company and our mission at www.Bernstein.com and www.bernstein.com/our-story/overview.html.
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