Private Wealth Management Associate

Company Description

AB is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world.Bernstein Private Wealth Management, a unit of AB, offers a full range of investment services designed to help affluent individuals and families preserve and enhance their wealth. Financial Advisors help private clients design the best long-term investment plan, keeping them informed on an ongoing basis of Bernstein’s investment strategies and research. At the heart of everything Bernstein does is a commitment to serving clients with the highest standards of quality and performance.

Job Description

We are looking for an Associate to work in a client facing role alongside a team of Financial Advisors at Bernstein Private Wealth Management. This role will require candidates to build upon their current skill set and will provide unparalleled immersion into all aspects of the wealth management industry. This is an exciting and challenging opportunity for Associates to partner with Financial Advisors to provide all aspects of client servicing including asset allocation advice, portfolio analytics, retirement planning, and core/discretionary planning for high net worth clients and prospects.

Associates will:

Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.

Partner with team members to accomplish a common goal of providing exceptional service.

Interact with clients (directly and indirectly) to support all aspects of their servicing needs related to the management of their relationship.

Interact and network with senior professionals throughout the firm to fuel career success.

Training Program

Associates will participate in a comprehensive and robust three-phase training program, spanning approximately three years. The Associate Development Program (ADP) will enable Associates to build a foundation of knowledge and develop skills needed to achieve client service excellence and fuel success as a financial professional. Curriculum will be delivered both in a formal classroom and on the job setting. Content can include:

In-depth industry training, as well as on proprietary investments, services, policies and procedures

Advanced training on trusts & estates, wealth planning analytics, investment management philosophies, and financial management strategies

A focus on client service excellence, partnership and sales training in order to strengthen the client experience

Behavioral training geared toward development of communication, leadership, and other professional skills

Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role

Job Qualifications

The ideal candidate should have a bachelor’s degree in business, finance or economics with excellence in academics and strong leadership experience. Candidates should have either two years of industry experience or be a recent college graduate with relevant internships.

We are looking for accomplished team players who seek a rigorous and challenging environment for their career development. Candidates should be client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast paced atmosphere. They should also possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships. Proficiency in Word and Excel are required.

Bernstein Private Wealth Management will sponsor required series 7 and 63 licenses.

Job Type: Full-time

Required education: