Private Wealth Associate

4 days ago

Minneapolis, Minnesota, United States AllianceBernstein Full time
Position Overview

Bernstein 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 service and building long-term relationships with our clients.

Job Responsibilities
  • Collaborate with senior professionals to fuel career success and provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.
  • Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.
  • Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs.
  • 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.

  • 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 in order 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.
Job Qualifications
  • People 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.
  • Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere.
  • Individuals who have a bachelor's degree with excellence in academics and strong leadership experience.
  • Proficiency in Word and Excel are required.
Desired Qualifications
  • 1-2 years client service experience, 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.
About Us

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.

  • PWM Private Wealth Management Advisor

    4 weeks ago

    Minneapolis, Minnesota, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to helping our clients achieve their financial goals. As a Private Wealth Advisor, you'll play a critical role in identifying and deepening client relationships, leveraging your expertise in wealth and estate planning, investments, banking, and fiduciary administration.Key ResponsibilitiesDevelop and implement...

  • Tax Manager, Private Wealth Expert

    5 days ago

    Minneapolis, Minnesota, United States Baker Tilly Full time

    Join Baker Tilly's Private Wealth TeamBaker Tilly is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.We are seeking a Tax Manager to join our Private Wealth/High Net Worth team, where you will work...

  • Tax Manager, Private Wealth Expert

    2 weeks ago

    Minneapolis, Minnesota, United States Baker Tilly Full time

    Join Our Team as a Tax Manager in Private WealthBaker Tilly is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.We are seeking a highly skilled Tax Manager to join our Private Wealth/High Net Worth team. As a...

  • Wealth Management Associate

    3 weeks ago

    Minneapolis, Minnesota, United States Equitable Services Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and results-driven Wealth Management Associate to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will play a critical role in helping individuals and organizations achieve their financial goals.About the RoleAs a Wealth Management...

  • Associate Director, Wealth Strategist

    1 month ago

    Minneapolis, Minnesota, United States Cresset Capital Full time

    About Cresset CapitalCresset Capital Management is a leading wealth management firm that offers a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning, and other services. With a strong focus on client relationships and a commitment to excellence, Cresset has grown to over 450 team members in...

  • Senior Wealth Manager

    4 days ago

    Minneapolis, Minnesota, United States Leah Yosef International Full time

    Dynamic Wealth Management OpportunityLeah Yosef International, a top 25 firm in the WAS custodial referral program channel, is seeking a seasoned Senior Wealth Manager to source and develop relationships from custodial referral channel leads.Unlimited Upside PotentialThis is a unique opportunity to leverage your expertise in wealth and investment management...

  • Senior Wealth Manager

    3 weeks ago

    Minneapolis, Minnesota, United States Leah Yosef International Full time

    Job Title: Senior Wealth ManagerCompany: Leah Yosef InternationalOverview:We are seeking a seasoned Senior Wealth Manager to develop relationships with custodial referral channel leads. This opportunity offers long-term payouts with no cap on upside, allowing for significant growth and success.Highlights:Top 25 firm in the custodial referral program...

  • PWM Wealth Planner

    2 weeks ago

    Minneapolis, Minnesota, United States U.S. Bank Full time

    Job Title: PWM Wealth PlannerAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a PWM Wealth Planner, you'll play a key role in developing and managing client relationships, driving business growth, and delivering exceptional service.Key Responsibilities:Solicit, develop, and manage client relationships...

  • Wealth Management Support Associate

    1 month ago

    Minneapolis, Minnesota, United States NFP Full time

    About Us: NFP, an Aon Company, is recognized as a multi-year Best Places to Work award recipient in Business Insurance and has also been honored with the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine, along with the WORK180 employer endorsement. We are a team of consultative advisors dedicated to solving problems. Our...

  • Client Associate

    2 weeks ago

    Minneapolis, Minnesota, United States Betty J. Albitz, Inc. Wealth Planning Full time

    Opportunity OverviewAs a Client Associate at Betty J. Albitz, Inc. Wealth Planning, you will serve as a trusted resource to our clients, advisors, and branch team members.Key ResponsibilitiesUtilize administrative and operational skills to support advisors in managing and growing their business.Demonstrate a client-first approach while meeting compliance...

  • Client Service Associate

    1 week ago

    Minneapolis, Minnesota, United States CX Institutional LLC Full time

    Job SummaryWe are seeking a highly skilled Client Service Associate to join our Wealth Management team at CX Institutional LLC. As a Client Service Associate, you will play a critical role in building and maintaining strong relationships with our clients, providing exceptional service, and ensuring seamless account management.Key ResponsibilitiesOnboard and...

  • Business Development Associate

    3 weeks ago

    Minneapolis, Minnesota, United States Betty J. Albitz, Inc. Wealth Planning Full time

    Opportunity OverviewAs a Client Associate at Betty J. Albitz, Inc. Wealth Planning, you will serve as a trusted resource to our clients, advisors, and branch team. Your administrative and operational skills will be utilized to support our advisors in managing and growing their business.Key ResponsibilitiesMeet compliance standards while demonstrating a...

  • Business Systems Analyst

    2 weeks ago

    Minneapolis, Minnesota, United States ClinDCast LLC Full time

    Job Title:Business Systems Analyst (Asset and Wealth Management)Work Mode:On-siteLocation: Minneapolis, MNResponsibilities and Requirements:We are seeking an experienced Business Systems Analyst to join our team at ClinDCast LLC. The ideal candidate will have a strong background in asset and wealth management, with a focus on business systems analysis.The...

  • Financial Services Professional

    3 weeks ago

    Minneapolis, Minnesota, United States Betty J. Albitz, Inc. Wealth Planning Full time

    Career Opportunities at Betty J. Albitz, Inc. Wealth Planning**Job Summary:**As a Client Associate, you will be a trusted resource to our clients, advisors, and branch.**Key Responsibilities:*** Meet compliance standards and demonstrate a client-first approach* Research and resolve problems, onboard new accounts, and process and maintain account records*...

  • Private Equity Investment Associate

    3 weeks ago

    Minneapolis, Minnesota, United States Selby Jennings Full time

    Private Equity Associate RoleWe are seeking a highly motivated and detail-oriented Private Equity Associate to join our team at Selby Jennings. As a Private Equity Associate, you will play a key role in supporting our deal team with financial modeling, valuation analysis, and returns analysis for various investment targets.Key Responsibilities:Conduct...

  • Private Equity Investment Associate

    1 week ago

    Minneapolis, Minnesota, United States Selby Jennings Full time

    Private Equity Associate Job DescriptionA Minnesota-based Private Equity firm is seeking to bring on two highly skilled Associates to support their aggressive growth plans. The firm invests in middle-market companies across various sectors, including industrial, consumer, technology, and healthcare.Key Responsibilities:Conduct in-depth market and industry...

  • Client Services Team Associate

    2 weeks ago

    Minneapolis, Minnesota, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to delivering exceptional service to our clients. As a Private Wealth Management Universal Assistant, you'll be the primary point of contact for our high-net-worth clients, providing personalized support and guidance to help them achieve their financial goals.Key ResponsibilitiesProvide exceptional customer...

  • Private Equity Investment Associate

    4 weeks ago

    Minneapolis, Minnesota, United States Thrivent Financial Full time

    Job SummaryThrivent Financial's Private Equity Group manages over $7 billion of private equity funds and equity co-investments in a range of industries. As a Private Equity Associate, you will be part of deal teams that perform due diligence and financial modeling for investment opportunities, as well as assisting with the monitoring of portfolio companies...

  • Client Service Associate

    1 week ago

    Minneapolis, Minnesota, United States NFP Full time

    Job Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our Wealth Management team. As a key member of our team, you will provide exceptional customer service to current and potential clients, ensuring their needs are met and exceeded.Key Responsibilities:Process new client accounts,...

  • Tax Senior Associate

    3 weeks ago

    Minneapolis, Minnesota, United States EisnerAmper Full time

    About the RoleEisnerAmper is seeking a highly skilled Tax Senior Associate to join our Private Client Services (PCS) team. As a key member of our team, you will be responsible for delivering exceptional client services and contributing to the growth and success of our practice.Key ResponsibilitiesPrepare and review tax returns for individuals, partnerships,...