Associate

AllianceBernstein L.P.; Stamford (CT); On-site; USD 80,000 - 86,000; Full time

Benefits offered by this job

Health insurance

Employee wellness program

Retirement savings plan

Paid holidays

Sick and vacation time off

Job summary

AllianceBernstein L.P. in Stamford, Connecticut is hiring for a Private Wealth Associate. This role focuses on client service, collaborating with Advisors to provide personalized wealth management solutions. Associates will undergo a comprehensive training program aimed at developing the skills needed for success in the financial services industry.

Ideal candidates possess strong analytical skills, thrive in fast-paced environments, and hold a Bachelor’s degree. The position offers a competitive salary range of $80,000 to $86,000, along with various benefits including health insurance and retirement plans.

Qualifications

• Strong analytical and communication skills (both written and verbal).
• Accomplished team players who thrive in a rigorous environment.
• Client-focused with a strong ability to multi-task.

Responsibilities

• Collaborate with senior professionals to fuel career success.
• Partner with Financial Advisors to build their business.
• Build relationships with clients to support their needs.
• Provide world-class customer service.

Skills

Analytical skills

Communication skills

Teamwork

Client-focused

Detail-oriented

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft 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

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.