Upvote
Downvote
Private Wealth Associate
Share Job
- Suggest Revision
Full-time
- 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.
- Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
Active Job
Updated TodaySimilar Job
Relevance
Active