Wealth Management Associate — Client Strategy & Growth

abglobal

Los Angeles (CA)

On-site

USD 60,000 - 80,000

Full time

4 days ago

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Job summary

Bernstein Private Wealth Management is seeking Associates for the Associate Development Program (ADP). Associates will support Financial Advisors with portfolio analysis, account setup, and meeting prep while gaining foundational investment knowledge and wealth-planning skills.

The role emphasizes client service excellence, relationship building, and professional development; candidates typically hold a bachelor’s degree with strong academics and leadership experience, with proficiency in Word

Qualifications

Strong analytical and communication skills (written and verbal).
Ability to build relationships with clients and colleagues.
Client-focused, detail-oriented, ability to multi-task under pressure.
Bachelor's degree with outstanding academics and 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 support business and provide service functions such as portfolio analysis, account creation and maintenance, and meeting preparation.
Build relationships with clients and prospective clients to understand servicing needs.
Provide world-class client service and support.