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. This is an exciting and challenging opportunity to partner 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 will participate in a robust and comprehensive training program – The Associate Development Program (ADP). The program is 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 incoming background. 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 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 Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members onto other exciting opportunities at Bernstein Private Wealth Management. Job Qualifications Required Strong analytical and communication skills (both written and verbal) and 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 Desired 1–2 years client service experience, financial services industry experience a plus Candidate with licenses (SIE, Series 7, Series 63) is a plus; firm will sponsor required series exams Compensation and Benefits In accordance with Connecticut law Public Act 21‑30, the minimum and maximum base annual salary for this role is: $80,000 to $86,000. Compensation may also include commissions, year‑end incentive compensation, short‑ and long‑term incentives, and department‑specific awards. Eligible employees receive health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off. 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. Employment opportunities are based solely on job‑related criteria. Stamford, Connecticut. #J-18808-Ljbffr