Private Wealth Associate
AllianceBernstein(4 months ago)
About this role
Bernstein Private Wealth Management is a premier investment management team advising high-net-worth and ultra-high-net-worth clients. The Associate role is an entry-level client service position that partners with Financial Advisors to support the Private Wealth platform and contribute to client servicing and growth. Associates enter a structured Associate Development Program to build investment knowledge and professional skills and to prepare for career progression within the firm.
Required Skills
- Communication
- Relationship Building
- Client Service
- Portfolio Analysis
- Wealth Planning
- Asset Allocation
- Microsoft Excel
- Microsoft Word
- Multi-Tasking
- Analytical Skills
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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