Private Wealth Associate: Client Growth & Solutions

Bernstein Private Wealth Management; Boston (MA); On-site; USD 76,000 - 82,000; Full time

Job summary

Bernstein Private Wealth Management is seeking Associates to support a premier wealth management platform. You will collaborate with Advisors to provide asset allocation recommendations, portfolio analytics, and client service across high-net-worth portfolios.

The program offers extensive development through the Associate Development Program (ADP), training in trusts, estates, wealth planning, and sales skills to advance within the firm.

Qualifications

• Strong analytical and communication abilities; excels in building relationships.
• Team-oriented; thrives in a rigorous, high-performance environment.
• Client-focused, detail-oriented; able to multi-task under pressure.

Responsibilities

• Collaborate with senior professionals to support career development and client service.
• Partner with Financial Advisors to build business and provide portfolio analyses, account setup and meeting prep.
• Build relationships with clients and prospects to understand servicing needs and support growth.
• Deliver world-class client service and support across wealth management tasks.

Skills

Analytical skills

Communication skills

Team player

Client-focused

Leadership experience

Proficiency in Word & Excel

Education

Bachelor's degree

Tools

Word

Excel

Job description

Bernstein Private Wealth Management is seeking Associates to support a premier wealth management platform. You will collaborate with Advisors to provide asset allocation recommendations, portfolio analytics, and client service across high-net-worth portfolios.

The program offers extensive development through the Associate Development Program (ADP), training in trusts, estates, wealth planning, and sales skills to advance within the firm.