Associate

Bernstein Private Wealth Management; New York (NY); On-site; USD 80,000 - 86,000; Full time

Job summary

Bernstein Private Wealth Management seeks Associates to support its growth by collaborating with Financial Advisors and delivering high‑quality client service. The role focuses on asset allocation recommendations, portfolio analysis, and wealth planning for high‑net‑worth clients.

Participants join the Associate Development Program (ADP), a structured training path building investment knowledge, quantitative skills, and professional growth with guidance to succeed beyond the Associate role.

Qualifications

• Strong analytical and communication skills and an ability to build relationships.
• Accomplished team players who thrive 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 setting.
• Bachelor's degree with excellence in academics and strong leadership experience.
• Proficiency in Word and Excel are required.

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.

Skills

Analytical skills

Communication skills

Relationship building

Multi-tasking under pressure

Education

Bachelor’s degree with excellence in academics

Leadership experience

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.

Position Overview

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.

An Associate Will

• 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) 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

Job Qualifications

We Are Seeking:

• 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

Company Overview

Bernstein Private Wealth Management advises high-net‑worth clients on planning for—and living with the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.

Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting‑edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.

Join us in pursuing insights that unlock opportunities. Learn more at http://www.Bernstein.com

To learn more about Our Purpose and What We Stand for, visit us at http://www.bernstein.com/our-story/overview.html

In accordance with Section 8-107(32) as set forth in the New York City Human Rights Law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $80,000 to $86,000. Actual base salaries may vary based on factors including but not not limited to education, training, experience, past performance, and other job‑related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year‑end incentive compensation, short‑and long‑term incentives and Department‑specific awards. In addition AB provides a variety of benefits to eligible employees, including 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. ABs policies, as well as practices, seek to ensure that employment opportunities available to all employees and applicants, based solely on job‑related criteria.

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New York, New York

New York, New York