AllianceBernstein

Private Wealth Associate

AllianceBernstein

4 months ago
Los Angeles, CA
Onsite
Full Time
Junior
0 applicants
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AllianceBernstein
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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.

Skills

Qualifications

Bachelor's DegreeSIESeries 7Series 63
AllianceBernstein

About AllianceBernstein

alliancebernstein.com

AllianceBernstein is fully invested in creating better outcomes for investors ranging from individuals to the world’s largest institutions.

About AllianceBernstein

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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