Associate

Bernstein Private Wealth Management; Stamford (CT); On-site; USD 80,000 - 86,000; Full time

Benefits offered by this job

Health insurance

Employee wellness program

Life and disability insurance

Retirement savings plan

Paid holidays, sick, and vacation time

Job summary

Bernstein Private Wealth Management, located in Stamford, Connecticut, seeks an Associate to support Financial Advisors and provide world-class client service.

The ideal candidate will have strong analytical and communication skills, a detailed focus, and a Bachelor's degree. The position offers a salary range of $80,000 to $86,000, along with health insurance, wellness programs, and retirement savings plans.

Join a team dedicated to advising high-net-worth clients and excelling in service excellence.

Qualifications

• 1–2 years of client service experience; financial services industry experience preferred.
• Ability to work under pressure in a fast-paced environment.
• Strong leadership experience and academic excellence.

Responsibilities

• Collaborate with Financial Advisors to provide client service and support.
• Build relationships with clients to understand their needs.
• Participate in a comprehensive training program to develop skills.

Skills

Strong analytical skills

Communication skills

Detail-oriented

Multi-tasking

Client-focused

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.

Associate Responsibilities

Bernstein Private Wealth Associates are client service professionals who partner with Financial Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics and wealth and legacy planning for high‑net‑worth individuals and families.

• 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

Associates participate in a comprehensive training program, the Associate Development Program (ADP), designed to build investment knowledge and develop quantitative, qualitative, communication, leadership, and sales skills.

• 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 towards 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

• Strong analytical and communication skills (written and verbal) and ability to build relationships.
• Accomplished team player who thrives in a rigorous and challenging environment.
• Client‑focused, detail‑oriented with strong ability to multi-task and work under pressure in a fast‑paced atmosphere.
• Bachelor’s degree with academic excellence and strong leadership experience.
• Proficiency in Word and Excel.

Desired Qualifications

• 1–2 years of client service experience; financial services industry experience an added plus.
• Firm sponsors required series exams, including SIE, Series 7 and Series 63; candidates with these licenses are a plus.

Company Overview

Bernstein Private Wealth Management advises high‑net‑worth clients on planning for and living with the complexities of wealth. Our holistic approach, flexible process, innovative research, sophisticated modeling, and cutting‑edge investment solutions set us apart.

Bernstein is a business unit of AllianceBernstein, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.

Role

Minimum and maximum base annual salary for this role: $80,000 to $86,000. Base salary is just one component of total compensation, which may 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.

Location: Stamford, Connecticut.

AB does not discriminate against any employee or applicant 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.