Private Wealth Associate: Client Solutions & Growth

AllianceBernstein L.P.; San Diego (CA); Sur place; USD 72 000 - 77 000; Plein temps

Résumé du poste

Bernstein Private Wealth Management is seeking Associates to support Financial Advisors in delivering wealth management services to high-net-worth clients. You will engage in client servicing, portfolio analytics, and meeting preparation as part of a structured development program.

The Associate Development Program (ADP) emphasizes industry training, wealth planning insights, and leadership skills, with clear pathways to client service or advisory roles.

Qualifications

• Strong analytical and communication skills, with the ability to build relationships.
• Accomplished team players who thrive in a rigorous environment.
• Client-focused and detail-oriented, able to multi-task under pressure.

Responsabilités

• Collaborate with Financial Advisors to support client servicing, portfolio analysis, and meeting preparation.
• Build relationships with clients and prospects to understand servicing needs.
• Provide account creation and maintenance support and contribute to wealth planning discussions.

Connaissances

Analytical skills

Communication skills

Team player

Client service

Proficiency in Word & Excel

Formation

Bachelor's degree

Outils

Word

Excel

Description du poste

Bernstein Private Wealth Management is seeking Associates to support Financial Advisors in delivering wealth management services to high-net-worth clients. You will engage in client servicing, portfolio analytics, and meeting preparation as part of a structured development program.

The Associate Development Program (ADP) emphasizes industry training, wealth planning insights, and leadership skills, with clear pathways to client service or advisory roles.