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Private Wealth Management Associate at AllianceBernstein - ApplyBlast

Private Wealth Management Associate

AllianceBernstein

2 months ago

3.5 on Glassdoor

San Diego, California, United States

Onsite

Full Time

Junior

0 applicants

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About this role

Bernstein Private Wealth Management is seeking a client‑service focused Associate to partner with Financial Advisors in delivering portfolio analysis, asset allocation recommendations, and wealth planning for high‑net‑worth individuals and families. The role includes participating in a comprehensive development program that provides industry training, client service excellence, and career coaching, with opportunities for advancement within the firm.

Responsibilities

Partner with Financial Advisors to provide portfolio analysis and client meeting preparation
Build and maintain client relationships to support servicing needs
Collaborate with senior professionals across the firm to drive business growth