Private Wealth Associate
AllianceBernstein(4 months ago)
About this role
An Associate on the Bernstein Private Wealth Management team provides client service and supports Financial Advisors in delivering investment advice and wealth planning to high-net-worth clients. The role participates in a comprehensive Associate Development Program to build investment knowledge and professional skills. It is an entry-level client-facing role with clear pathways for advancement within the firm.
Required Skills
- Client Service
- Relationship Building
- Portfolio Analysis
- Asset Allocation
- Wealth Planning
- Excel
- Microsoft Word
- Communication
- Multitasking
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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