Wealth Advisory Associate: Launch Your Career

AllianceBernstein L.P.; San Diego (CA); On-site; USD 77,000 - 84,000; Full time

Job summary

Bernstein Private Wealth Management in San Diego is seeking Associates to join its wealth management platform. This role supports Advisors with portfolio analysis, client service, and meeting preparation while developing through the Associate Development Program (ADP).

You will collaborate with senior professionals, build client relationships, and contribute to high-net-worth client service. Ideal candidates will have a strong academic record, leadership experience, and proficiency in Word and

Qualifications

• Strong analytical and communication skills (written and verbal) and ability to build relationships.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Client-focused and detail-oriented with the ability to multi-task under pressure in a fast-paced setting.
• 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 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 servicing needs.
• Strive to provide a world-class level of customer service and support.

Skills

Analytical skills

Communication skills

Team player

Client-focused

Attention to detail

Relationship-building

Education

Bachelor's degree with academic excellence

Tools

Microsoft Word

Microsoft Excel

Job description

Bernstein Private Wealth Management in San Diego is seeking Associates to join its wealth management platform. This role supports Advisors with portfolio analysis, client service, and meeting preparation while developing through the Associate Development Program (ADP).

You will collaborate with senior professionals, build client relationships, and contribute to high-net-worth client service. Ideal candidates will have a strong academic record, leadership experience, and proficiency in Word and