Private Wealth Associate

Position Overview

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. We pride ourselves on selecting and developing high-caliber talent and on putting people first.

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills. In collaboration with Financial Advisors, Associates help propel the growth of our Private Wealth Management Platform by providing asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.

Associate Responsibilities

An Associate will:

• Collaborate and network with senior professionals throughout the firm to fuel career success.
• 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 world-class customer service and support.

Associate Development Program (ADP)

Associates will participate in a robust and comprehensive training program—the Associate Development Program (ADP). The 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, regardless of your incoming background.

Components of the Associate Development Program (ADP) Include

• 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.
• Focus on client service excellence, partnership, and sales training to provide an exceptional client experience.
• Behavioral training geared toward developing communication, leadership, and other professional skills.
• Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role.

Associates will have opportunities to continue their career as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. Bernstein takes Associates’ development seriously by personalizing a roadmap based on each team member’s strengths and aspirations. As Associates progress and milestones are achieved (typically over the course of ~3 years), Bernstein celebrates opportunities to advance team members to other roles within Bernstein Private Wealth Management.

Job Qualifications

We Are Seeking:

• People with strong analytical and communication skills (written and verbal) and an ability to build relationships.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Client-focused, detail-oriented individuals with the ability to multi-task and work under pressure in a fast-paced atmosphere.
• Individuals with a bachelor’s degree with excellence in academics and strong leadership experience.
• Proficiency in Word and Excel (required).

Desired Qualifications

• 1–2 years of client service experience; financial services industry experience is a plus.
• The Firm will sponsor required series exams, including SIE, Series 7, and Series 63; candidates with licenses are a plus.

Company Overview

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 http://www.bernstein.com.

To learn more about Our Purpose and What We Stand for, visit http://www.bernstein.com/our-story/overview.html.

Compensation and Location

New York, New York

Base Salary Range: $80,000 to $86,000. Actual base salaries may vary based on factors including, but not limited to, education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives, and Department-specific awards. Eligible employees may receive benefits including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, and sick and vacation time off.