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Bernstein Private Wealth Associate at AllianceBernstein - ApplyBlast

Bernstein Private Wealth Associate

AllianceBernstein

1 month ago

3.5 on Glassdoor

Los Angeles, California, United States

Onsite

Full Time

Junior

0 applicants

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About this role

Bernstein Private Wealth Associates are client service professionals who partner with Financial Advisors to provide asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth clients. The role involves building relationships with clients and prospective clients to support their servicing needs while delivering world-class customer service. Associates participate in a comprehensive development program designed to build investment knowledge and professional skills for long-term career growth.

Responsibilities

Partner with Financial Advisors to build business and provide portfolio analysis and account maintenance
Build relationships with clients and prospective clients to understand and support servicing needs
Provide asset allocation recommendations and wealth and legacy planning for high-net-worth individuals