Private Wealth Associate
AllianceBernstein(1 month ago)
About this role
A Private Wealth Associate at Bernstein supports Financial Advisors in serving high-net-worth clients and participates in a structured development program to build investment and client-service expertise. The role is entry-level and offers a clear career path into advisory, investment strategy, and leadership roles within the firm.
Required Skills
- Communication
- Relationship Building
- Portfolio Analysis
- Client Service
- Microsoft Excel
- Microsoft Word
- Wealth Planning
- Multi-Tasking
Qualifications
- Bachelor's Degree
- SIE
- Series 7
- Series 63
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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