Private Wealth Associate

AB Global

Boston, MA, United States
Base: $76,000 - $82,000; bonus/equity: not specifi...
Strong analytical skills
Exceptional communication skills
Client-focused and 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 wealth planning.
  • 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: $76,000 - $82,000; Bonus/Equity: Not specified; Benefits: Health insurance, retirement savings plan, paid time off

Skills & Requirements

Must-have

  • Strong analytical skills
  • Exceptional communication skills
  • Client-focused and detail-oriented

Nice-to-have

  • Team player in challenging environment
  • Ability to build relationships
  • Experience in financial services industry

Key Requirements

  • Bachelor's degree with strong academics
  • 1-2 years client service experience
  • Proficiency in Word and Excel

Work Rights

Not specified

Sponsorship: available

Tailored Resume

Cover Letter