Private Wealth Associate
AllianceBernstein(2 months ago)
About this role
A Private Wealth Associate at Bernstein is an early-career client service professional within Bernstein Private Wealth Management working with high-net-worth and ultra-high-net-worth clients. The position participates in a comprehensive Associate Development Program to build investment knowledge, quantitative and qualitative skills, and career pathways within the firm. The role is part of a collaborative, client-focused team supporting Financial Advisors and client relationships.
Required Skills
- Client Service
- Relationship Building
- Communication
- Portfolio Analysis
- Asset Allocation
- Wealth Planning
- Capital Markets
- Excel
- Microsoft Word
- Multi-Tasking
+2 more
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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