Private Wealth Associate
AllianceBernstein(3 months ago)
About this role
A Bernstein Private Wealth Associate is an entry-level client service professional within Bernstein Private Wealth Management supporting high-net-worth clients and Financial Advisors. The role emphasizes professional development through a structured Associate Development Program to build investment knowledge and long-term career pathways. It offers progression opportunities into advisory and specialist roles across the firm.
Required Skills
- Communication
- Relationship Building
- Portfolio Analysis
- Client Service
- Excel
- Attention To Detail
- Analytical Skills
- Multi-Tasking
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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