Private Wealth Associate

Collaborate with Financial Advisors to build their business by providing service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation. Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs while partnering with senior professionals throughout the firm to fuel career success. Strive to provide a world-class level of customer service and support through the Associate Development Program, which includes in-depth industry training on proprietary investments, trusts & estates, and behavioral skills development. This role is part of Bernstein Private Wealth Management's comprehensive development program designed to build a foundation of investment knowledge and develop quantitative and qualitative skills for long-term stability. Associates progress through milestones over approximately three years, with opportunities to advance into Leadership, Wealth Strategies, or Investment Strategies. The firm sponsors required series exams including SIE, Series 7, and Series 63.