AO/Analyst, Wealth Strategies
AllianceBernstein(5 months ago)
About this role
A Wealth Strategies Analyst at AB supports the Wealth Strategies team in delivering research-based financial planning for individuals and families, focusing on lifetime spending, wealth transfer, philanthropy, and investment implementation. The role centers on using proprietary analytical tools to generate insights and convey findings to clients, prospects, and internal stakeholders.
Required Skills
- Financial Analysis
- Wealth Forecasting
- Asset Allocation
- Tax Planning
- Excel
- PowerPoint
- Presentation Skills
- Communication
- Modeling
- Quality Control
Qualifications
- College Degree
- Series 7
- Series 63
- CFA (In Progress)
- CFP (In Progress)
About AllianceBernstein
alliancebernstein.comAllianceBernstein is fully invested in creating better outcomes for investors ranging from individuals to the world’s largest institutions.
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