Associate

Bernstein Private Wealth Management; Cleveland (OH); On-site; USD 50,000 - 75,000; Full time

Job summary

Bernstein Private Wealth Management, a renowned investment firm in Cleveland, is seeking a Private Wealth Associate. This role focuses on providing exceptional client service in collaboration with Financial Advisors.

Ideal candidates will have a bachelor's degree, strong analytical and communication skills, and the ability to thrive in a fast-paced environment. The firm offers a comprehensive development program for career advancement, making this an exciting opportunity for ambitious professionals.

Qualifications

• Strong analytical and communication skills, both written and verbal.
• Client-focused, detail-oriented, with multitasking abilities.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Collaborate with senior professionals to enhance career success.
• Partner with Financial Advisors for client support functions.
• Build and maintain relationships with clients and prospects.
• Provide exceptional customer service.

Skills

Analytical skills

Communication skills

Relationship-building

Detail-oriented

Team player

Education

Bachelor's degree

Tools

Word

Excel

Job description

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

Our Comprehensive Development Program

Associates will participate in a robust and comprehensive training program – The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. 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.

Components Of The Associate Development Program (ADP)

• 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

Job Qualifications

• People who possess 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
• Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
• Individuals who have a bachelor's degree with excellence in academics and strong leadership experience
• Proficiency in Word and Excel are required

Desired Qualifications

• 1-2 years client service experience, financial services industry experience a plus
• The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus

Location

Cleveland, Ohio