Private Wealth Management Associate

4 days 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.

  • Private Wealth Associate

    5 days ago

    Houston, Texas, United States AllianceBernstein Holding L.P. Full time

    Unlock Your Potential as a Private Wealth AssociateBernstein 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...

  • Wealth Advisor Associate

    4 days ago

    Houston, Texas, United States Linscomb Wealth Full time

    Job Title: Associate Wealth AdvisorAt Linscomb Wealth, we are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team. As an Associate Wealth Advisor, you will play a key role in advancing in the Wealth Advisor career path and developing your expertise and skills necessary to begin building your book.Key...

  • Wealth Advisor Associate

    5 days ago

    Houston, Texas, United States Linscomb Wealth Full time

    Job Title: Associate Wealth AdvisorAt Linscomb Wealth, we are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team. As an Associate Wealth Advisor, you will play a key role in advancing your career in the Wealth Advisor career path.Key Responsibilities:Client Responsibilities:Draft and deliver comprehensive financial...

  • Private Wealth Associate

    3 weeks ago

    Houston, Texas, United States AllianceBernstein Holding L.P. Full time

    Position OverviewBernstein Private Wealth Management is a leading investment management firm that provides personalized advice to high-net-worth and ultra-high-net-worth clients. Our team is dedicated to delivering exceptional client service and building long-term relationships.Key ResponsibilitiesCollaborate with senior professionals to fuel career success...

  • Private Wealth Management Professional

    2 weeks ago

    Houston, Texas, United States AllianceBernstein Full time

    Unlock Your Potential as a Private Wealth AssociateBernstein 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...

  • Investment Associate

    6 days ago

    Houston, Texas, United States Crestmont Private Wealth Full time

    Job Title: Investment AssociateCrestmont Private Wealth LLC is seeking a highly skilled Investment Associate to join our team. As an Investment Associate, you will play a crucial role in helping our clients achieve their financial goals through comprehensive investment strategies.Responsibilities:Conduct thorough investment research and analysis to identify...

  • Investment Associate

    5 days ago

    Houston, Texas, United States Crestmont Private Wealth Full time

    Job Overview:Crestmont Private Wealth LLC is seeking a highly skilled Investment Associate to contribute to the success of our clients through comprehensive investment strategies. As a key member of our team, you will play a crucial role in helping our clients achieve their financial goals. We are looking for individuals with a strong background in finance,...

  • Private Wealth Manager

    5 days ago

    Houston, Texas, United States The Anderson Search Group Full time

    Private Banker Opportunity in Houston, TexasThe Anderson Search Group is seeking a skilled Private Banker to join our client's team in Houston, Texas. This prestigious bank has been recognized as one of "America's Best Banks" by Forbes and boasts over 100 years of experience in wealth management, trust, and estate services.This role offers a competitive base...

  • Investment Analyst

    5 days ago

    Houston, Texas, United States Corient Private Wealth LLC Full time

    About Corient Private Wealth LLCCorient Private Wealth LLC is a leading wealth management platform in the United States, serving over 10,000 clients and managing over $100 billion of assets across the country.Job SummaryWe are seeking a highly motivated and detail-oriented Investment Analyst to join our team. As an Investment Analyst, you will play a...

  • Wealth Management Associate

    4 weeks ago

    Houston, Texas, United States Inscription Capital Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Inscription Capital. As a key member of our operations team, you will play a critical role in supporting our financial advisors and clients in achieving their financial goals.Key Responsibilities:Partner with...

  • Financial Advisor

    4 weeks ago

    Houston, Texas, United States Cube Management Full time

    Job Opportunity: Financial Advisor - Global Wealth ManagementWe are seeking a highly skilled and experienced Financial Advisor to join our team at a top global wealth management firm. As a Financial Advisor, you will be responsible for helping clients manage their wealth and achieve their financial goals.About the RoleThis is a unique opportunity to work...

  • Senior Private Wealth Banker

    4 weeks ago

    Houston, Texas, United States BOK Financial Full time

    Job SummaryWe are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial. As a key member of our Private Banking group, you will be responsible for providing exceptional service to our high net worth clients and businesses, delivering tailored solutions and strategies to meet their financial needs.Key...

  • Senior Wealth Management Professional

    4 weeks ago

    Houston, Texas, United States BOK Financial Full time

    Job SummaryWe are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial. As a key member of our Private Wealth group, you will be responsible for delivering exceptional client service and building strong relationships with high net worth individuals and businesses.Key ResponsibilitiesFormulate and execute strategies to...

  • Financial Services Associate

    5 days ago

    Houston, Texas, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals and secure their financial...

  • Wealth Management Internship Opportunities

    4 days ago

    Houston, Texas, United States Cerity Partners Full time

    Summer Internship in Wealth ManagementCerity Partners is a leading national registered wealth management and institutional consulting firm seeking talented and motivated individuals to join our Wealth Management team in Houston for the summer of 2025.Key Responsibilities:Shadow and participate in client presentationsUtilize CRM and financial planning...

  • Wealth Management Professional

    4 weeks ago

    Houston, Texas, United States Inscription Capital Full time

    Job Title: Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Inscription Capital. As a key member of our operations team, you will play a critical role in supporting our financial advisors and clients in managing their wealth.Responsibilities:Partner with financial advisors to...

  • Financial Advisor Associate

    4 days ago

    Houston, Texas, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services. With a team-based approach and a passion for perfection, we strive to deliver exceptional client experiences and help our clients...

  • Senior Client Service Associate

    1 month ago

    Houston, Texas, United States Linscomb Wealth Full time

    {"Job Title": "Senior Client Service Associate", "Job Summary": "We are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Linscomb Wealth. As a key member of our Client Service team, you will be responsible for providing exceptional service to our clients, working closely with our Wealth Advisors and Operations...

  • Wealth Management Advisor

    4 weeks ago

    Houston, Texas, United States The Bank of America Corporation Full time

    Merrill Wealth Management: A Leader in Comprehensive Wealth SolutionsMerrill Wealth Management is a renowned provider of sophisticated wealth management and investment products and services for individuals, businesses, and institutions.Expertise and ExperienceComprehensive wealth management solutionsInvestment products and servicesFinancial planning and...

  • UHNW Private Banker

    3 days ago

    Houston, Texas, United States Citigroup Inc Full time

    Job SummaryCiti is seeking a highly skilled UHNW Private Banker to join our team. As a Private Banker, you will be responsible for developing and deepening client relationships, understanding client situations, and utilizing that knowledge to create tailored wealth management strategies. You will work closely with clients to build and draw upon a network of...