Join a team that's making a tangible difference in the lives of high-net-worth individuals and families. As a Private Wealth Associate at Alliance Bernstein, you will have the opportunity to work with a premier investment management firm and be part of a vibrant community that values excellence and client satisfaction. This role requires a strong and diverse skillset, including analytical, communication, and relationship-building skills, to drive success and provide exceptional client service.
We offer a competitive compensation package, with a salary of $30/hour, as well as a comprehensive development program designed to build a foundation of investment knowledge and foster the quantitative and qualitative skills expected to achieve long-term stability and success.
Job Responsibilities:
As a Private Wealth Associate, you will:
- Collaborate with Wealth Advisors to provide resource allocation recommendations, capital markets positioning, portfolio analytics, and wealth and heritage planning for high-net-worth individuals and families.
- Build relationships with clients and prospective clients to understand and meet their servicing needs.
- Provide an elite level of customer service and support.
- Team up and network with senior professionals throughout the firm to fuel career achievement.
Our Comprehensive Development Program:
The Associate Development Program (ADP) is a rigorous and comprehensive training program designed to build a foundation of investment knowledge and foster the quantitative and qualitative skills expected to achieve long-term stability and success. The program includes:
- In-depth industry training on proprietary investments, services, policies, and methodology.
- High-level training on trusts and estates, wealth planning, investment management philosophies, and financial management strategies.
- Emphasis on client service excellence, partnership, and sales training to provide an exceptional client experience.
- Behavioral training intended for 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.
Work Qualifications:
We are seeking individuals who:
- Have solid analytical and communication skills (both written and verbal) and an ability to build relationships.
- Are accomplished team players who thrive in a rigorous and challenging environment.
- Are client-centered and detail-oriented with a strong ability to multi-task and work under pressure in a fast-moving environment.
- Have a bachelor's degree with excellence in academics and solid leadership experience.
- Are proficient in Word and Excel.
Desired Qualifications:
Preferred candidates will have:
- 1-2 years of client service experience, financial services industry experience, or more.
- Relevant licenses, such as SIE, Series 7, and Series 63 (or willingness to obtain).
About AB Benefits:
As a leading hospitality organization, Alliance Bernstein offers a range of benefits to its employees, including:
- Medical, dental, and vision insurance coverage.
- Retirement plans, such as 401(k) or other benefits plans.
- Paid time off, including vacation days, holidays, and other paid time options.
- Employee discounts on company services and products.
- Training and development opportunities for career advancement.
- Wellness programs to promote employee health and well-being.
- Employee assistance programs (EAP) for support with personal or professional challenges.
- Recognition and rewards programs for outstanding performance.
- Flexible work arrangements, including remote work options.
Your Future Starts Here
Don't miss out on this exciting opportunity to join our team as a Private Wealth Associate. Apply now and take the first step towards a rewarding and challenging career with Alliance Bernstein.
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