Associate

Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high‑net‑worth and ultra‑high‑net‑worth clients. 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. This role involves partnering with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high‑net‑worth individuals and families. 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) Associates participate in a comprehensive training program designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed for long‑term success. 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. Focus on client service excellence, partnership and sales training 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 communication skills (both written and verbal) and an ability to build relationships. Excellent team player who thrives in a rigorous and challenging environment. Client‑focused and detail‑oriented with the 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 Microsoft Word and Excel. Desired: 1‑2 years of client service experience; financial services industry experience a plus. The firm will sponsor required series exams, including SIE, Series7, and Series63; candidates with licenses are a plus. Salary Disclosure Base Salary: $76,000 – $82,000 per year. Actual base salaries may vary based on factors including but not limited to education, training, experience, and other job‑related factors. Base salary is just one component of total compensation at AB, which may include benefits, commissions, year‑end incentive compensation, and other incentives. Equal Employment Opportunity AB is an Equal Opportunity Employer. People of color, women, and LGBTQ people are encouraged to apply. 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. #J-18808-Ljbffr