Wealth Management Associate - Client Services & Growth

AllianceBernstein L.P.; Philadelphia (Philadelphia County); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Associate Development Program (ADP)

Career advancement opportunities

Job summary

Bernstein Private Wealth Management, a unit of AllianceBernstein L.P., is seeking an entry-level Private Wealth Associate in Philadelphia to support Advisors with asset allocation, portfolio analytics, and client service.

The Associate Development Program (ADP) provides in-depth training on investments, trusts, wealth planning, and client service excellence, with opportunities to advance within the firm.

Qualifications

• Bachelor's degree with excellence in academics and leadership.
• 1-2 years client service experience in financial services is a plus.
• The Firm will sponsor required series exams, including SIE, Series 7, and Series 63.

Responsibilities

• Collaborate with Financial Advisors to support servicing needs.
• Build relationships with clients and prospective clients to understand and support all aspects of servicing.
• Provide portfolio analysis, account creation and meeting preparation.

Skills

Analytical skills

Communication skills

Team collaboration

Client focus

Multi-tasking under pressure

Leadership experience

Education

Bachelor's degree

Tools

Word

Excel

Job description

Bernstein Private Wealth Management, a unit of AllianceBernstein L.P., is seeking an entry-level Private Wealth Associate in Philadelphia to support Advisors with asset allocation, portfolio analytics, and client service.

The Associate Development Program (ADP) provides in-depth training on investments, trusts, wealth planning, and client service excellence, with opportunities to advance within the firm.