Private Wealth Associate (Campus Recruiting)

Job Description

Company Overview

AllianceBernstein (AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity and relentless ingenuity. We offer high-quality research and diversified investment services to institutional and individual investors worldwide. Our clients include some of the world's top institutions as well as private-wealth clients and retail investors. Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes.

We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community.

If you're ready to innovate and grow your career, join us.

Department Description

Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein’s integrated approach allows the firm to tailor each client’s portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on AB’s deep research expertise across asset classes and geographies.

Bernstein Private Wealth Management’s clients are located around the globe. Bernstein has offices in Atlanta, Boston, Chicago, Cleveland, Dallas, Denver, Houston, Los Angeles, Miami, Minneapolis, New York, Philadelphia, San Diego, San Francisco, Seattle, Tampa, Washington, D.C., and West Palm Beach. Bernstein Private Wealth Management manages over $90 billion in assets.

Responsibilities

We are looking for Associates to work in client facing roles with a team of Financial Advisors for Bernstein Private Wealth Management. This role will require candidates to build upon their current skill set and will provide unparalleled immersion into all aspects of the wealth management industry. This is an exciting and challenging opportunity for Associates to partner with Financial Advisors to provide all aspects of client servicing including asset allocation advice, portfolio analytics, retirement planning, and core/discretionary planning for high net worth clients and prospects. Ideal candidates will exhibit proficiency in:

• Strong client-service orientation: Building relationships both internally and with clients
• Collaborating to drive successful client outcomes through decisive, strategic thinking and strong communication skills (both written and verbal)
• Excelling at prioritizing multiple demands in a fast-paced environment with a high attention to detail

Training Program

Associates will participate in a comprehensive and robust three-phase training program. The Associate Development Program (ADP) will enable Associates to build a foundation of knowledge and develop skills needed to achieve client service excellence and fuel success as a financial professional. Curriculum will be delivered both in a formal classroom and on the job setting. Content can include:

• In-depth industry training, as well as on proprietary investments, services, policies and procedures
• Advanced training on trusts & estates, wealth planning analytics, investment management philosophies, and financial management strategies
• A focus on client service excellence, partnership and sales training in order to strengthen the client experience
• Behavioral training geared toward 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

Qualifications

We are looking for accomplished team players who seek a rigorous and challenging environment for their career development. Applicants should meet the following criteria:

• Graduation between December 2019 and June 2020
• Demonstrate excellence in academics with a cumulative GPA of 3.0 or better
• Demonstrate strong leadership experience
• Relevant internship experience is preferred
• Proficiency in Word and Excel are preferred
• Bernstein Private Wealth Management will sponsor required series 7 and 63 licenses