Private Wealth Associate - Client Services & Growth

AllianceBernstein

Pennsylvania

On-site

USD 52,000 - 75,000

Full time

14 days+

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Job summary

Bernstein Private Wealth Management, a unit of AllianceBernstein, is seeking Associates for its Associate Development Program (ADP) in Philadelphia, PA. The role focuses on asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth clients; join a structured program designed to build investment knowledge and quantitative/qualitative skills.

Associates will train through a comprehensive program with industry experts and gain exposure to leadership, wealth

Qualifications

People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
Accomplished team players who thrive in a rigorous and challenging environment
Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
Individuals who have a bachelor’s degree with excellence in academics and strong leadership experience
Proficiency in Word and Excel are required

Responsibilities

Collaborate and network with senior professionals throughout the firm to fuel career success
Partner with Financial Advisors to build their business and 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 all aspects of their servicing needs
Strive to provide a world-class level of customer service and support