Private Wealth Associate — Client Growth & Service

Imea; Miami (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Bernstein Private Wealth Management in Miami is seeking an ambitious Associate for its Associate Development Program (ADP). You will partner with Financial Advisors to deliver portfolio analysis, client service, and wealth planning support for high-net-worth clients.

The program offers in-depth training across trusts, estates, investment management, and client service excellence, with coaching and milestones over roughly three years, and sponsorship for exam licenses (SIE, Series 7, Series 63).

Qualifications

• We Are Seeking: strong analytical and communication skills and ability to build relationships.
• Accomplished team players who thrive in a rigorous environment.
• Client-focused and detail-oriented with multi-tasking ability under pressure.
• Bachelor's degree with excellence in academics and strong leadership experience.
• Proficiency in Word and Excel are required.

Responsibilities

• Collaborate with Financial Advisors to provide service and support functions such as portfolio analysis and meeting preparation.
• Build relationships with clients and prospects to understand servicing needs.
• Support wealth management activities and contribute to client experience.
• Contribute to world-class customer service and client satisfaction.

Skills

Analytical skills

Communication skills

Relationship building

Leadership experience

Multi-tasking

Team player

Education

Bachelor's degree with excellence in academics

Tools

Microsoft Word

Microsoft Excel

Job description

Bernstein Private Wealth Management in Miami is seeking an ambitious Associate for its Associate Development Program (ADP). You will partner with Financial Advisors to deliver portfolio analysis, client service, and wealth planning support for high-net-worth clients.

The program offers in-depth training across trusts, estates, investment management, and client service excellence, with coaching and milestones over roughly three years, and sponsorship for exam licenses (SIE, Series 7, Series 63).