Private Wealth Associate

AB Global

New York, New York, United States
Base: $80,000 to $86,000; bonus/equity: not specif...
Strong analytical skills
Exceptional communication skills
Detail-oriented
Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth clients

Job Summary

  • Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth clients.
  • Associates will collaborate with Financial Advisors to provide asset allocation recommendations and portfolio analytics.
  • The Associate Development Program offers comprehensive training and career advancement opportunities.

Matching Summary

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth clients.

Salary

Base: $80,000 to $86,000; Bonus/Equity: Not specified; Benefits: Health insurance, retirement savings plan, paid time off

Skills & Requirements

Must-have

  • strong analytical skills
  • exceptional communication skills
  • detail-oriented
  • ability to multi-task

Nice-to-have

  • client-focused
  • team player
  • ambitious
  • fast-paced environment

Key Requirements

  • bachelor's degree
  • 1-2 years client service experience
  • proficiency in Word and Excel

Work Rights

Not specified

Sponsorship: available

Tailored Resume

Cover Letter