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Private Wealth Associate at AllianceBernstein - ApplyBlast

Private Wealth Associate

AllianceBernstein

4 months ago

3.5 on Glassdoor

Miami, Florida

Onsite

Full Time

Junior

0 applicants

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About this role

Bernstein Private Wealth Management seeks Private Wealth Associates to support Financial Advisors by building client relationships and providing service functions such as portfolio analysis, account maintenance, and meeting preparation for high-net-worth individuals. This role is part of a comprehensive development program designed to build a foundation of investment knowledge and quantitative skills for long-term career success.

Responsibilities

Partner with Financial Advisors to build their business
Provide portfolio analysis and account maintenance services
Build relationships with clients and prospective clients
Prepare clients and prospects for meetings
Deliver world-class customer service and support

Skills

Qualifications

Bachelor's Degree in Finance, Economics, or Related Field

About AllianceBernstein

alliancebernstein.com

Headquarters

Nashville, Tennessee, United States

Company Size

1001-5000 employees

Founded

1967

LinkedIn

AllianceBernstein is fully invested in creating better outcomes for investors ranging from individuals to the world’s largest institutions.

Recent company news

AllianceBernstein

The AI Boom: Bubble or Bonanza?

Oct 22, 2025

AllianceBernstein: SFDR Unpacked: What to Look for in Article 8 and 9 Portfolios

1 week ago

Pensions & Investments

From retrenchment to risk-taking. How Seth Bernstein grew AllianceBernstein from $500 billion to $875 billion.

3 weeks ago

About AllianceBernstein

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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Salary

Listed by employer

Right around the average for this role

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