Private Wealth Associate — Client Growth & Strategy

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

Job summary

Bernstein Private Wealth Management in San Francisco seeks an Associate to support Financial Advisors with asset allocation, portfolio analytics, and wealth planning for high-net-worth clients. The role emphasizes client service, collaboration, and strong communication.

As part of the Associate Development Program, you will receive industry training on investments, trusts & estates, wealth planning, and client-service skills, with coaching and career guidance over approximately three years.

Qualifications

• Strong analytical and communication skills.
• Client-focused and able to build relationships.
• Capable of multitasking and working under pressure in a fast-paced environment.
• Bachelor's degree with strong academics and leadership experience.

Responsibilities

• Collaborate with Financial Advisors to 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 servicing needs.
• Strive to provide world-class customer service and support.

Skills

Analytical skills

Communication skills

Relationship-building

Multitasking

Client-focused

Education

Bachelor's degree

Tools

Word

Excel

Job description

Bernstein Private Wealth Management in San Francisco seeks an Associate to support Financial Advisors with asset allocation, portfolio analytics, and wealth planning for high-net-worth clients. The role emphasizes client service, collaboration, and strong communication.

As part of the Associate Development Program, you will receive industry training on investments, trusts & estates, wealth planning, and client-service skills, with coaching and career guidance over approximately three years.