Job summary
Job post source
This job is directly from AllianceBernstein
Job overview
The Private Wealth Associate role at AllianceBernstein supports high-net-worth clients by partnering with Financial Advisors to provide investment recommendations and wealth planning, contributing to the growth of the Private Wealth Management Platform.
Responsibilities and impact
The Associate collaborates with senior professionals, supports Financial Advisors with portfolio analysis and client meeting preparation, builds client relationships, and delivers exceptional customer service.
Experience and skills
Candidates should have strong analytical and communication skills, a bachelor's degree with academic excellence and leadership experience, proficiency in Word and Excel, and preferably 1-2 years of client service or financial services experience; the firm sponsors required licensing exams.
Career development
The role includes participation in a comprehensive Associate Development Program offering training in investments, wealth planning, client service, and leadership, with opportunities for advancement into leadership, wealth strategies, investment strategies, or advisory roles.
Work environment and culture
AllianceBernstein emphasizes a collaborative culture with a focus on client service excellence and personal development, supporting a team-oriented environment aligned with shared purpose.
Company information
AllianceBernstein is a leading investment management firm advising high-net-worth clients, part of a global company with 4,400 employees, $700 billion in assets under management, and a presence in 25 countries.
Job location and travel
The position is located in West Palm Beach, Florida.
Unique job features
The role offers a unique Associate Development Program with extensive training and coaching, designed to build long-term success and career growth within the firm.
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 your strong analytical skills, exceptional communication abilities, and experience in client service or financial services, aligning with AllianceBernstein's emphasis on relationship-building and client-focused support.
Emphasize your proficiency with Word and Excel, leadership experience, and ability to thrive in fast-paced, detail-oriented environments, as these are key qualifications mentioned in the job description.
Apply through multiple channels including the AllianceBernstein corporate careers site and LinkedIn to maximize your application visibility and increase your chances of being noticed.
Connect with current Private Wealth Associates or Financial Advisors at AllianceBernstein on LinkedIn; start conversations by complimenting recent company initiatives, asking about their experience with the Associate Development Program, or inquiring about the culture of the Private Wealth Management team.
Optimize your resume for ATS by including keywords such as 'client service,' 'portfolio analysis,' 'wealth planning,' 'financial management strategies,' and 'relationship-building' to ensure it passes automated screenings effectively.
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