Private Wealth Associate
AllianceBernstein(1 month ago)
About this role
Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. The Associate role is an entry-level client service position within the Private Wealth Management platform that participates in a comprehensive Associate Development Program to build investment knowledge and professional skills. The position is based in Houston, Texas and offers pathways for career progression into advisory and specialist roles.
Required Skills
- Analytical
- Communication
- Relationship Building
- Portfolio Analysis
- Client Service
- Excel
- Word
- Multitasking
- Wealth Planning
- Leadership
Qualifications
- Bachelor's Degree
- SIE (Sponsored)
- Series 7 (Sponsored)
- Series 63 (Sponsored)
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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