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About the Role

Bernstein Private Wealth Associates partner with Financial Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. This role involves client service, portfolio analysis, account management, and client meeting preparation.

Responsibilities

• Collaborate and network with senior professionals throughout the firm.
• Partner with Financial Advisors to build their business and provide service and support functions.
• Provide portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.
• Build relationships with clients and prospective clients to understand and support their servicing needs.
• Strive to provide a world-class level of customer service and support.

Requirements

• Strong analytical and communication skills (both written and verbal).
• Ability to build relationships.
• Accomplished team player who thrives in a rigorous and challenging environment.
• Client-focused and detail-oriented.
• Strong ability to multi-task and work under pressure in a fast-paced atmosphere.
• Proficiency in Word and Excel required.
• The Firm will sponsor required series exams, including SIE, Series 7, and Series 63.

Skills

• Client service
• Relationship building
• Portfolio analysis
• Asset allocation
• Capital markets positioning
• Wealth planning
• Legacy planning
• Communication
• Leadership
• Microsoft Word
• Microsoft Excel

Location

• New York, New York

Work Type

• Full-time

Experience Level

• 1-2 years client service experience
• Financial services industry experience a plus

Education Level

• Bachelor's degree with excellence in academics and strong leadership experience

Salary/Compensations

• Base Salary Range: $80,000 to $86,000

Benefits

• Health insurance coverage
• Employee wellness program
• Life and disability insurance
• Retirement savings plan
• Paid holidays
• Sick and vacation time off

About the Company

• Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients.
• Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth.
• Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.

Equal Opportunity

• 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.