Private Wealth Associate
AllianceBernstein(4 months ago)
About this role
Bernstein Private Wealth Associates support Financial Advisors at Bernstein Private Wealth Management, a firm serving high-net-worth and ultra-high-net-worth clients. The role is part of a comprehensive Associate Development Program designed to build investment knowledge, client service skills, and career progression opportunities. Associates receive training in wealth planning, trusts & estates, and capital markets while working closely with advisors and senior professionals.
Required Skills
- Client Service
- Relationship Building
- Portfolio Analysis
- Asset Allocation
- Wealth Planning
- Capital Markets
- Trusts & Estates
- Excel
- Communication
- 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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