Private Wealth Associate — Client Growth & Planning

AllianceBernstein; San Francisco (CA); On-site; USD 86,000 - 92,000; Full time

Job summary

Bernstein Private Wealth Management, part of AllianceBernstein, seeks Associates to support Financial Advisors with asset allocation, portfolio analytics, and wealth planning for high-net-worth clients in San Francisco. The Associate Development Program (ADP) builds investment knowledge and professional skills through focused training and mentoring.

As an Associate, you will collaborate with senior professionals, prepare client meetings, analyze portfolios, and grow client relationships while

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

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

Team player

Multi-tasking

Client focus

Education

Bachelor's degree

Tools

Word

Excel

Job description

Bernstein Private Wealth Management, part of AllianceBernstein, seeks Associates to support Financial Advisors with asset allocation, portfolio analytics, and wealth planning for high-net-worth clients in San Francisco. The Associate Development Program (ADP) builds investment knowledge and professional skills through focused training and mentoring.

As an Associate, you will collaborate with senior professionals, prepare client meetings, analyze portfolios, and grow client relationships while