Private Wealth Associate - Fast-Track Development & Impact

abglobal; Los Angeles (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bernstein Private Wealth Management in Los Angeles seeks an ambitious Associate for its Associate Development Program (ADP). You will support Financial Advisors with portfolio analysis, account maintenance, and meeting preparation while building relationships with high-net-worth clients.

The program emphasizes rigorous training, leadership development, and cross-functional exposure across wealth planning and investments, with clear pathways to future roles within the firm.

Qualifications

• Must have strong analytical and communication skills.
• Team players thrive in a rigorous environment.
• Client-focused and detail-oriented with ability to multi-task under pressure.
• Bachelor's degree with excellence in academics and leadership experience.
• Proficiency in Word and Excel is required.

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/maintenance, and meeting preparation.
• Build relationships with clients and prospects to understand and support servicing needs.
• Strive to provide world-class customer service and support.

Skills

Analytical skills

Communication skills

Teamwork

Client focus

Attention to detail

Leadership experience

Word & Excel

Education

Bachelor's degree with excellence in academics

Tools

Word

Excel

Job description

Bernstein Private Wealth Management in Los Angeles seeks an ambitious Associate for its Associate Development Program (ADP). You will support Financial Advisors with portfolio analysis, account maintenance, and meeting preparation while building relationships with high-net-worth clients.

The program emphasizes rigorous training, leadership development, and cross-functional exposure across wealth planning and investments, with clear pathways to future roles within the firm.