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Private Wealth Management Associate

1 month ago

Houston, Texas, United States AllianceBernstein Full time
Position Overview

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
Our Comprehensive Development Program

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
Job Qualifications
  • 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
Desired Qualifications
  • 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
About Us

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.