Wealth Management Associate - Client Service & Growth

abglobal; Los Angeles (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

Bernstein Private Wealth Management is seeking an associate to join its development program, designed to build investment knowledge and professional skills. You will support Financial Advisors with portfolio analysis, account setup, and meeting preparation while growing in a structured training environment.

Throughout the ADP, associates gain exposure to trusts & estates, wealth planning, and investment strategies, with a focus on client service excellence and leadership development.

Qualifications

• Strong analytical and communication abilities (written and verbal).
• Proven team player who thrives in a rigorous environment.
• Client-focused, detail-oriented, able to multi-task in fast-paced setting.
• Bachelor’s degree with excellence in academics and leadership.
• Proficiency in Word and Excel is required.

Responsibilities

• Collaborate with senior professionals to support career development.
• Partner with Financial Advisors to assist in portfolio analysis, account setup, and client meeting prep.
• Build relationships with clients and prospects to understand servicing needs.
• Aim to deliver world-class client service and support.

Skills

Analytical & communication skills

Relationship-building

Multi-tasking under pressure

Academic excellence & leadership

Word & Excel proficiency

Education

Bachelor's degree

Tools

Word

Excel

Job description

Bernstein Private Wealth Management is seeking an associate to join its development program, designed to build investment knowledge and professional skills. You will support Financial Advisors with portfolio analysis, account setup, and meeting preparation while growing in a structured training environment.

Throughout the ADP, associates gain exposure to trusts & estates, wealth planning, and investment strategies, with a focus on client service excellence and leadership development.