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Bernstein Private Wealth Management
Bernstein Private Wealth Management is seeking a Private Wealth Associate to partner with Financial Advisors in providing asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth clients. The role involves building client relationships, supporting account creation and maintenance, and delivering world-class customer service within a collaborative team environment. Associates will participate in a comprehensive training program to develop investment knowledge and professional skills for long-term career growth.
Headquarters
New York, New York, United States
Company Size
1001-5000 employees
Founded
1967
Bernstein Private Wealth Management (part of AllianceBernstein) provides bespoke wealth management and financial advice to ultra-high-net-worth individuals and families. It combines institutional-grade investment management and global research with comprehensive family wealth planning — including estate, tax, philanthropic and family-office services — to address the complexity of substantial assets. Bernstein emphasizes personalized, multi-generational strategies and dedicated advisors who tailor solutions to clients’ long-term goals. Clients rely on the firm for deep research capabilities, institutional resources, and customized stewardship of wealth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Bernstein Private Wealth Management.
6% below the average for this role