Private Wealth Associate

Position Overview

Bernstein Private Wealth Management is a premier investment management firm advising high‑net‑worth and ultra‑high‑net‑worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent.

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship‑building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high‑net‑worth individuals and families.

• Collaborate and network with senior professionals throughout the firm to fuel career success
• Partner with Financial Advisors to build their business and provide service and support 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 aspects of their servicing needs
• Strive to provide a world‑class level of customer service and support

The Associate Development Program (ADP) is a one‑of‑a‑kind opportunity built on heavy financial investment and input from industry leaders. It is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long‑term stability and success, regardless of your incoming background.

• In‑depth industry training on proprietary investments, services, policies and procedures
• Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
• Focus on client service excellence, partnership and sales training to provide an exceptional client experience
• Behavioral training geared toward the development of communication, leadership, and other professional skills
• Career management, one‑on‑one coaching, and specialized skills training to achieve success beyond the Associate role

• People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
• Accomplished team players who thrive in a rigorous and challenging environment
• Client‑focused and detail‑oriented with a strong ability to multi‑task and work under pressure in a fast‑paced atmosphere
• Bachelor's degree with excellence in academics and strong leadership experience
• Proficiency in Word and Excel is required

• 1‑2 years client service experience, financial services industry experience a plus
• The Firm will sponsor required series exams, including SIE, Series7, and Series
  63, but candidates with licenses are a plus

Base Salary Range: $68,000 ‑ $73,000. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year‑end incentive compensation, and other incentives.

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job‑related criteria.