Private Wealth Associate — Growth Path & Client Impact

Bernstein Private Wealth Management; New York (NY); On-site; USD 80,000 - 86,000; Full time

Job summary

Bernstein Private Wealth Management seeks a talented associate to join the Associate Development Program (ADP). You will partner with Financial Advisors to deliver asset allocation insights, perform portfolio analysis, and support client servicing for high-net-worth individuals.

You will receive rigorous training, mentorship, and a clear path to advancement within Wealth Management, with opportunities across leadership, investment strategies, and client service roles in a collaborative culture.

Qualifications

• Strong analytical and communication skills and ability to build relationships.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Client-focused, detail-oriented, able to multi-task and work under pressure in a fast-paced atmosphere.
• Bachelor's degree with excellence in academics and strong leadership experience.
• Proficiency in Word and Excel.

Responsibilities

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

Skills

Analytical skills

Communication skills

Team player

Client-focused

Detail-oriented

Leadership experience

Education

Bachelor's degree with excellence in academics

Tools

Microsoft Word

Microsoft Excel

Job description

Bernstein Private Wealth Management seeks a talented associate to join the Associate Development Program (ADP). You will partner with Financial Advisors to deliver asset allocation insights, perform portfolio analysis, and support client servicing for high-net-worth individuals.

You will receive rigorous training, mentorship, and a clear path to advancement within Wealth Management, with opportunities across leadership, investment strategies, and client service roles in a collaborative culture.