Private Wealth Associate
AllianceBernstein(1 month ago)
About this role
A Private Wealth Associate at Bernstein supports Financial Advisors in serving high-net-worth and ultra-high-net-worth clients, helping to deliver tailored investment and wealth planning solutions. The role emphasizes client relationship development and participation in a comprehensive Associate Development Program to build investment knowledge and professional skills.
Required Skills
- Client Service
- Relationship Building
- Portfolio Analysis
- Account Maintenance
- Wealth Planning
- Communication
- Analytical Skills
- Excel
- Word
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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