Private Wealth Associate: Growth & Client Solutions

abglobal; Denver (CO); Sur place; USD 68 000 - 79 000; Plein temps

Résumé du poste

Bernstein Private Wealth Management is seeking an Associate to join the Associate Development Program (ADP). The role partners with Financial Advisors to deliver portfolio analysis, account creation and maintenance, and meeting preparation for high-net-worth clients.

It emphasizes client service, relationship-building, and collaboration with senior professionals to fuel career growth. During the comprehensive training, associates gain investment knowledge and develop skills across trusts, wealth

Qualifications

• Bachelor's degree with excellence in academics and leadership experience.
• 1-2 years client service experience; financial services industry experience a plus.
• Firm sponsors required series exams (SIE, Series 7, Series 63) for eligible candidates.

Responsabilités

• 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

Connaissances

Analytical skills

Communication skills

Team player

Client relationship building

Formation

Bachelor's degree

Description du poste

Bernstein Private Wealth Management is seeking an Associate to join the Associate Development Program (ADP). The role partners with Financial Advisors to deliver portfolio analysis, account creation and maintenance, and meeting preparation for high-net-worth clients.

It emphasizes client service, relationship-building, and collaboration with senior professionals to fuel career growth. During the comprehensive training, associates gain investment knowledge and develop skills across trusts, wealth