Private Wealth Associate: Client Growth & Wealth Strategy

AllianceBernstein; Los Angeles (CA); On-site; USD 76,000 - 88,000; Full time

Job summary

Bernstein Private Wealth Management seeks a driven Associate to support Financial Advisors with portfolio analysis, account setup, and client meeting preparation in Los Angeles. You will collaborate across teams to expand the client base and deliver high-quality service.

The role emphasizes relationship-building, communication excellence, and ongoing development through the Associate Development Program (ADP) designed to build investment knowledge and professional skills over roughly 3 years.

Qualifications

• 1-2 years client service experience, financial services experience a plus
• Firm sponsors required series exams (SIE, Series 7, Series 63)
• Licenses are a plus

Responsibilities

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

Skills

Analytical skills

Communication skills

Team player

Word

Excel

Education

Bachelor's degree

Tools

Word

Excel

Job description

Bernstein Private Wealth Management seeks a driven Associate to support Financial Advisors with portfolio analysis, account setup, and client meeting preparation in Los Angeles. You will collaborate across teams to expand the client base and deliver high-quality service.

The role emphasizes relationship-building, communication excellence, and ongoing development through the Associate Development Program (ADP) designed to build investment knowledge and professional skills over roughly 3 years.