Job summary
Job post source
This job is directly from AllianceBernstein
Job overview
The Associate role at Bernstein Private Wealth Management involves supporting Financial Advisors in serving high-net-worth clients by providing portfolio analysis, asset allocation recommendations, and client relationship management to help grow the Private Wealth Management platform.
Responsibilities and impact
The Associate collaborates with senior professionals, partners with Financial Advisors on business growth and client service tasks, builds client relationships, and strives to deliver world-class customer service.
Experience and skills
Candidates should have strong analytical and communication skills, be client-focused, detail-oriented, and have a bachelor's degree with leadership experience; 1-2 years of client service or financial services experience and relevant licenses are a plus, with the firm sponsoring required series exams.
Career development
Associates participate in a comprehensive Associate Development Program offering training in investments, wealth planning, client service, and leadership, with opportunities to advance into leadership, wealth strategies, investment strategies, or advisory roles typically over about three years.
Work environment and culture
The company culture is collaborative, client-focused, and values high-caliber talent development with a strong emphasis on personalized career growth and a shared sense of purpose.
Company information
Bernstein Private Wealth Management is a premier firm advising high-net-worth clients with a holistic approach and is a business unit of AllianceBernstein, a global investment manager with over $700 billion in assets under management and 4,400 employees worldwide.
Job location and travel
The position is located in Philadelphia, Pennsylvania.
Unique job features
The role features a unique Associate Development Program with extensive training and career coaching, setting it apart as a comprehensive entry point into wealth management.
Company overview
AllianceBernstein is a global asset management firm providing research-driven investment solutions to institutional, retail, and private clients. They generate revenue through management fees based on assets under management and performance fees. Founded in 1967, the company has a rich history of mergers and acquisitions, including the significant merger of Alliance Capital Management and Sanford C. Bernstein in 2000. AllianceBernstein is known for its deep research capabilities and commitment to delivering long-term value to its clients.
How to land this job
Position your resume to highlight strong analytical and communication skills, emphasizing your ability to build client relationships and work collaboratively with financial advisors, as these are core to the Associate role at AllianceBernstein.
Focus on showcasing your client service experience, proficiency with Word and Excel, and any leadership roles or academic excellence to align with the job’s qualifications and the firm’s emphasis on high-caliber talent.
Apply through multiple channels including the AllianceBernstein corporate careers site and LinkedIn to maximize your application visibility and ensure your resume reaches the hiring team effectively.
Connect with professionals currently working in Bernstein Private Wealth Management or related divisions at AllianceBernstein on LinkedIn; use ice breakers like commenting on recent firm initiatives, expressing admiration for their client service excellence, or inquiring about their experience with the Associate Development Program (ADP).
Optimize your resume for ATS by incorporating keywords from the job description such as 'client service,' 'portfolio analysis,' 'wealth planning,' 'financial management strategies,' and 'collaboration with Financial Advisors' to ensure it passes automated screening.
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