Wealth Management Associate – Client Services & Growth

AllianceBernstein; Los Angeles (CA); On-site; USD 76,000 - 82,000; Full time

Job summary

Bernstein Private Wealth Management in Los Angeles seeks Associates for its Associate Development Program (ADP). You will partner with Advisors to provide portfolio analysis, accounting setup, and client meeting preparation, while building client relationships and delivering high-level service.

The program offers intensive training across trusts, wealth planning, and investment management, with leadership coaching and clear career progression opportunities within a premier wealth platform.

Qualifications

• We are seeking candidates with 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 in a fast-paced setting.
• Bachelor's degree with excellence in academics and demonstrated leadership experience.
• Proficiency in Word and Excel is required.

Responsibilities

• Collaborate with senior professionals to fuel career success and firm growth.
• Partner with Financial Advisors to perform portfolio analysis, account maintenance, and meeting preparation.
• Build relationships with clients and prospects to support servicing needs.
• Provide world-class customer service and support.

Skills

Analytical skills

Communication skills

Client relationship building

Multi-tasking under pressure

Leadership experience

Word & Excel proficiency

Education

Bachelor's degree with excellence in academics and leadership

Tools

Word

Excel

Job description

Bernstein Private Wealth Management in Los Angeles seeks Associates for its Associate Development Program (ADP). You will partner with Advisors to provide portfolio analysis, accounting setup, and client meeting preparation, while building client relationships and delivering high-level service.

The program offers intensive training across trusts, wealth planning, and investment management, with leadership coaching and clear career progression opportunities within a premier wealth platform.