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.

• 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.

• Strong analytical and communication skills (both written and verbal) and the ability to build relationships.
• Accomplished team player who thrives in a rigorous and challenging environment.
• Client‑focused, detail‑oriented with strong multitasking ability and the capacity to 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. Desired qualifications include 1–2 years of client‑service experience; financial services industry experience is a plus.
• Ability to work a flexible schedule as needed.
• Company will sponsor required series exams, including SIE, Series 7 and Series 63; candidates with licenses are a plus.

Miami, Florida

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.