Wealth Management Associate: Client & Portfolio Support

Imea; San Diego (CA); On-site; USD 72,000 - 77,000; Full time

Job summary

Bernstein Private Wealth Management is seeking high-potential Associates to join their development program and support Advisors with portfolio analysis, account setup, and client meetings. This role emphasizes client service, relationship building, and learning through a structured development path.

The Associate Development Program offers comprehensive training across investments, wealth planning, and leadership skills, with clear paths into advisor and leadership roles over roughly three years.

Qualifications

• We are seeking strong analytical and communication skills and the 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 and work under pressure.
• Bachelor’s degree with excellence in academics and strong leadership experience.
• Proficiency in Word and Excel is required.

Responsibilities

• Collaborate and network 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 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

Relationship building

Team player

Client-focused

Bachelor's degree

Word & Excel

Education

Bachelor's degree

Tools

Word

Excel

Job description

Bernstein Private Wealth Management is seeking high-potential Associates to join their development program and support Advisors with portfolio analysis, account setup, and client meetings. This role emphasizes client service, relationship building, and learning through a structured development path.

The Associate Development Program offers comprehensive training across investments, wealth planning, and leadership skills, with clear paths into advisor and leadership roles over roughly three years.