Private Wealth Associate | Chicago, IL

Imea; Chicago (IL); On-site; USD 68,000 - 73,000; Full time

Job summary

Bernstein Private Wealth Management seeks Associates to collaborate with senior professionals and Financial Advisors, building client relationships and delivering portfolio analysis and wealth planning support for high-net-worth clients.

The Associate Development Program provides structured training in investments, trusts, wealth planning, and client service excellence, with clear career paths across leadership, wealth strategies, and advisor-in-wost opportunities.

Qualifications

• Strong analytical and communication skills (written and verbal).
• Accomplished team players who thrive in a rigorous environment.
• Client-focused and detail-oriented with multitasking ability under pressure.
• Bachelor’s degree with excellent academics and strong leadership.
• Proficiency in Word and Excel is required.

Responsibilities

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

Skills

Analytical skills

Communication skills

Team player

Bachelor's degree

Word and Excel

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.

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

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. We take all of our Associates’ development seriously, and we focus on understanding each individual’s strengths and aspirations, personalizing a roadmap with the success of each team member in mind. 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 on to other exciting opportunities at Bernstein Private Wealth Management.

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.

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $68,000-$73,000. Actual base salaries may vary based on factors including but 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, benefits, year-end incentive compensation, and other incentives.
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