Private Wealth Associate
AllianceBernstein(1 month ago)
About this role
A Bernstein Private Wealth Associate is an entry-level client service role within the firm's Private Wealth Management unit supporting high-net-worth and ultra-high-net-worth clients and partnering with Financial Advisors. The position is structured around a comprehensive Associate Development Program that builds investment knowledge, quantitative and professional skills, and provides career advancement pathways within the firm.
Required Skills
- Client Service
- Communication
- Relationship Building
- Portfolio Analysis
- Wealth Planning
- Excel
- Word
- Analytical Skills
- 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.
View more jobs at AllianceBernstein →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at AllianceBernstein
Similar Jobs
Private Wealth Consultant
Raymond James & Associates, Inc., Research Division(3 months ago)
Senior Private Wealth Manager
High Street Resources(2 years ago)
Wealth Planning Consultant/Sr Wealth Planning Consultant
BMO US(1 month ago)
Wealth Banker - Onshore
Absa Bank(24 days ago)
Wealth Planning Consultant, Private Wealth
BMO US(1 month ago)
Blackstone Private Wealth - External Sales, Principal (Toronto)
Blackstone(3 months ago)