Private Wealth Associate: Client Service & Growth Track

AllianceBernstein; San Diego (CA); On-site; USD 72,000 - 77,000; Full time

Job summary

Bernstein Private Wealth Management, a premier investment management firm, is seeking an Associate for its Associate Development Program (ADP). You will partner with Financial Advisors to provide asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth clients.

The program offers rigorous training and hands-on development in trusts & estates, wealth planning, investment management philosophies, and client service excellence, shaping leaders for Bernstein and

Qualifications

• Strong analytical and communication skills; ability to build relationships.
• Thrives in a rigorous, challenging environment.
• Client-focused, detail-oriented, able to multi-task under pressure.
• Bachelor’s degree with strong academics and leadership.
• Proficiency in Word and Excel.

Responsibilities

• Collaborate with senior professionals to fuel career success.
• Partner with Financial Advisors to provide portfolio analysis and client meeting prep.
• Build relationships with clients and prospects to support servicing needs.
• Deliver world-class client service and support.

Skills

Analytical skills

Communication skills

Team player

Client-focused

Leadership experience

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Job description

Bernstein Private Wealth Management, a premier investment management firm, is seeking an Associate for its Associate Development Program (ADP). You will partner with Financial Advisors to provide asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth clients.

The program offers rigorous training and hands-on development in trusts & estates, wealth planning, investment management philosophies, and client service excellence, shaping leaders for Bernstein and