AllianceBernstein

Private Wealth Associate

AllianceBernstein(3 months ago)

Chicago, ILOnsiteFull TimeJunior$68,000 - $73,000Private Wealth Management
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About this role

A Private Wealth Associate at Bernstein supports the Private Wealth Management platform working with Financial Advisors to serve high-net-worth and ultra-high-net-worth clients. The role is part of a comprehensive Associate Development Program that builds investment knowledge, quantitative and qualitative skills, and career development opportunities. The position is designed as a pathway into client service, wealth strategy, investment roles, or advisory careers within the firm.

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Required Skills

  • Communication
  • Relationship Building
  • Portfolio Analysis
  • Wealth Planning
  • Client Service
  • Excel
  • Microsoft Word
  • Multi-tasking
  • Leadership

Qualifications

  • Bachelor's Degree
  • SIE
  • Series 7
  • Series 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.

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