Private Wealth Associate
AllianceBernstein(2 months ago)
About this role
Bernstein Private Wealth Associates are client service professionals who work alongside Financial Advisors to support high-net-worth and ultra-high-net-worth clients. The role focuses on providing investment and wealth planning support, including asset allocation guidance, portfolio analytics, and capital markets positioning, while participating in a structured development program to build long-term career capabilities.
Required Skills
- Client Service
- Relationship Building
- Portfolio Analysis
- Wealth Planning
- Capital Markets
- Excel
- Word
- Communication
- Multitasking
- Leadership
+1 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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