Position Overview
Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent.
Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.
An Associate will:
-
Collaborate and network with senior professionals throughout the firm to fuel career success
-
Partner with Financial Advisors to build their business and provide 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
-
Strive to provide a world-class level of customer service and support
Our Comprehensive Development Program
Associates will participate in a robust and comprehensive training program – The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background.
Components of the Associate Development Program (ADP) Include:
-
In-depth industry training on proprietary investments, services, policies and procedures
-
Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
-
A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience
-
Behavioral training geared toward 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
Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual’s strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management.
Job Qualifications
We Are Seeking:
-
People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
-
Accomplished team players who thrive in a rigorous and challenging environment
-
Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
-
Individuals who have a bachelor's degree with excellence in academics and strong leadership experience
-
Proficiency in Word and Excel are required
Desired Qualifications
-
1-2 years client service experience, financial services industry experience a plus
-
The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus
Company Overview
Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.
Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.
Colorado Equal Pay Act
The Colorado Equal Pay for Equal Work Act requires employers in the state of Colorado to disclose the following information. If the position applied to is not located in Colorado, the following information may not apply. Base Salary Range: $68,000-$73,000. Actual base salaries may vary based on factors including but not limited to prior experience and past performance. The range listed is just one component of AB’s total compensation package for employees. Other rewards may include overtime, year-end incentive compensation, short- and long-term incentives, and department-specific awards. In addition, AB provides a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off.
#BernsteinPWM
Denver, Colorado
Join us in pursuing insights that unlock opportunities. Learn more at http://www.Bernstein.com
To learn more about Our Purpose and What We Stand for, visit us at http://www.bernstein.com/our-story/overview.html
Denver, Colorado
Top Skills
Similar Jobs
What you need to know about the Colorado Tech Scene
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
