Private Wealth Associate
AllianceBernstein(3 months ago)
About this role
A Bernstein Private Wealth Associate is an entry-level client service professional supporting the Private Wealth Management business and serving high-net-worth and ultra-high-net-worth clients. The position includes participation in a structured Associate Development Program (ADP) that provides comprehensive training in investment management, wealth planning, and professional skills. Associates are expected to build a foundation for career progression into advisory and specialist roles over time.
Required Skills
- Analytical
- Communication
- Relationship Building
- Portfolio Analytics
- Account Maintenance
- Client Service
- Microsoft Excel
- Microsoft Word
- Multi-tasking
- Wealth Planning
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.
View more jobs at AllianceBernstein →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at AllianceBernstein
Similar Jobs
Private Client Advisor Associate
Commerce Bank(1 month ago)
Senior Private Wealth Manager
High Street Resources(2 years ago)
Vice President, Private Client Group
SCS Financial(9 days ago)
Wealth Banker - Onshore
Absa Bank(24 days ago)
Private Wealth Consultant
Raymond James & Associates, Inc., Research Division(3 months ago)
Team Manager - SCB Private Banker Ultra
Siam Commercial Bank Public Company Limited(1 year ago)