Private Wealth Associate: Client Service & Growth

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

Job summary

Bernstein Private Wealth Management, part of AllianceBernstein, seeks Associates to support client service for high-net-worth clients and collaborate with Financial Advisors to deliver portfolio analysis, asset allocation recommendations, and wealth planning insights. Training through the Associate Development Program develops both quantitative and relationship-building skills.

You will network with senior professionals, build client relationships, and progress toward leadership tracks in Wealth

Qualifications

• Bachelor's degree with excellence in academics and leadership experience.
• 1–2 years client service experience; financial services background is a plus.
• Proficiency in Word and Excel are required.
• Firm will sponsor SIE, Series 7, and 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 such as portfolio analysis, account creation and maintenance, and meeting preparation.

Skills

Analytical skills

Communication

Team player

Leadership experience

Multitasking under pressure

Education

Bachelor's degree

Tools

Word

Excel

Job description

Bernstein Private Wealth Management, part of AllianceBernstein, seeks Associates to support client service for high-net-worth clients and collaborate with Financial Advisors to deliver portfolio analysis, asset allocation recommendations, and wealth planning insights. Training through the Associate Development Program develops both quantitative and relationship-building skills.

You will network with senior professionals, build client relationships, and progress toward leadership tracks in Wealth