Associate

Position Overview

Bernstein Private Wealth Management is a premier investment management firm advising high‑net‑worth and ultra‑high‑net‑worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high‑caliber talent. Bernstein Private Wealth Associates are client‑service professionals who exhibit drive, ambition, and exceptional communication and relationship‑building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management platform.

Responsibilities

• Collaborate and network with senior professionals throughout the firm to fuel career success.
• 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.
• Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs.
• Strive to provide a world‑class level of customer service and support.

Associate Development Program (ADP)

The Associate Development Program (ADP) is a robust and comprehensive training program designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long‑term stability and success, regardless of your background. Key components include:

• In‑depth industry training on proprietary investments, services, policies, and procedures.
• Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies.
• A focus on client‑service excellence, partnership and sales training in order to provide an exceptional client experience.
• Behavioral training geared toward the 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.

Qualifications

• Strong analytical and written and verbal communication skills, with an ability to build relationships.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Client‑focused and detail‑oriented with a strong ability to multi‑task and work under pressure in a fast‑paced atmosphere.
• Bachelor’s degree with excellence in academics and strong leadership experience.
• Proficiency in Word and Excel is required.

Desired Qualifications

• 1‑2 years of client‑service experience; financial services industry experience is a plus.
• The firm will sponsor required series exams, including SIE, Series 7, and Series 63; candidates with licenses are a plus.

EEO Statement

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job‑related criteria. Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role. If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply.