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Wealth Management Associate: Client & Portfolio Support
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-08-13
Listing for:
Imea
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Bernstein Private Wealth Management is seeking high-potential Associates to join their development program and support Advisors with portfolio analysis, account setup, and client meetings. This role emphasizes client service, relationship building, and learning through a structured development path.
The Associate Development Program offers comprehensive training across investments, wealth planning, and leadership skills, with clear paths into advisor and leadership roles over roughly three years.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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