Job Summary

• Bernstein Private Wealth Management seeks Associates to partner with Financial Advisors in providing asset allocation recommendations and wealth planning for high-net-worth clients.
• The role includes a comprehensive development program offering training on proprietary investments, trusts & estates, and behavioral skills to ensure long-term success.
• Candidates will receive sponsorship for required series exams including SIE, Series 7, and Series 63 while working in a collaborative culture focused on holistic wealth management.

Matching Summary

Salary

Base: $86,000-$92,000; Bonus/Equity: Year-end incentive compensation possible; Benefits: Eligible for benefits and other incentives

Skills & Requirements

Key Requirements

• Bachelor's degree required
• Proficiency in Microsoft Word and Excel
• Series 7 and Series 63 licenses preferred
• 1-2 years client service experience preferred

Work Rights