Private Wealth Associate — Growth, Strategy & Service

AllianceBernstein; Philadelphia (Philadelphia County); On-site; USD 65,000 - 90,000; Full time

Job summary

Bernstein Private Wealth Management in Philadelphia invites motivated individuals to join our Associate Development Program (ADP). As an Associate, you will support Financial Advisors with portfolio analysis, client service, and meeting preparation while building foundations in wealth planning for high-net-worth clients.

You will develop relationships, learn investment concepts, trusts & estates, and gain exposure to a broad range of wealth-management activities.

Qualifications

• Strong analytical and communication skills plus ability to build relationships.
• Accomplished team player who thrives in a rigorous environment.
• Client-focused and detail-oriented with ability to multi-task and work under pressure.
• Bachelor's degree with excellent academics and leadership experience.
• Proficiency in Word and Excel is required.

Responsibilities

• Collaborate with senior professionals to support Advisors and fuel career success.
• Assist Financial Advisors with portfolio analysis, account creation, maintenance, and meeting preparation.
• Build relationships with clients and prospects to support servicing needs.

Skills

Analytical skills

Communication skills

Client service

Team player

Education

Bachelor's degree

Tools

Word

Excel

Job description

Bernstein Private Wealth Management in Philadelphia invites motivated individuals to join our Associate Development Program (ADP). As an Associate, you will support Financial Advisors with portfolio analysis, client service, and meeting preparation while building foundations in wealth planning for high-net-worth clients.

You will develop relationships, learn investment concepts, trusts & estates, and gain exposure to a broad range of wealth-management activities.