Private Wealth Associate

Bernstein Private Wealth Management

New York, New York, United States
Base: $80,000 to $86,000; bonus/equity: commission...
Bachelor's degree with academic excellence
Strong analytical and communication skills
Ability to build client relationships
Bernstein Private Wealth Management seeks Associates to partner with Financial Advisors in providing asset allocation recommendations and wealth planning for high-net-worth clients

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 covering proprietary investments, trusts & estates, and behavioral training to foster long-term career success.
  • Candidates will receive sponsorship for required series exams including SIE, Series 7, and Series 63 as part of the firm's commitment to talent development.

Matching 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.

Salary

Base: $80,000 to $86,000; Bonus/Equity: Commissions and year-end incentives possible; Benefits: Health insurance, retirement plan, paid time off

Skills & Requirements

Must-have

  • Bachelor's degree with academic excellence
  • Strong analytical and communication skills
  • Ability to build client relationships

Nice-to-have

  • 1-2 years client service experience
  • Financial services industry background
  • Existing Series 7 or SIE licenses

Key Requirements

  • Bachelor's degree required
  • Sponsorship provided for Series 7, 63, and SIE exams
  • Proficiency in Microsoft Word and Excel

Work Rights

Not specified

Sponsorship: available

Tailored Resume

Cover Letter