Vista previa generada por IA
Associate role at Bernstein Private Wealth Management in Tampa – client service, portfolio analysis, and ADP training for high-net-worth clients.
Exciting opportunity to support high‑net‑worth clients, develop investment skills, and advance within the firm’s collaborative culture.
Position Overview
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.
An Associate will
- Collaborate and network with senior professionals throughout the firm to fuel career success
- Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
- Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
- Strive to provide a world‑class level of customer service and support
Our Comprehensive Development Program
Associates will participate in a robust and comprehensive training program – The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one‑of‑a‑kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long‑term stability and success, regardless of your incoming background.
Components of the Associate Development Program (ADP) Include:
- In-depth industry training on proprietary investments, services, policies and procedures
- Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
- A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience
- Behavioral training geared toward the development of communication, leadership, and other professional skills
- Career management, one‑on‑one coaching, and specialized skills training to achieve success beyond the Associate role
Associates have a myriad of opportunities to continue their career with us
Associates will have opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual’s strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management.
Job Qualifications
We Are Seeking:
- People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
- Accomplished team players who thrive in a rigorous and challenging environment
- Individuals who are client-focused and detail-oriented with a strong ability to multi‑task and work under pressure in a fast‑paced atmosphere
- Individuals who have a bachelor's degree with excellence in academics and strong leadership experience
- Proficiency in Word and Excel are required
Desired Qualifications
1-2 years client service experience, financial services industry experience a plus
The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus
Company Overview
Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting‑edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.
Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.
Join us in pursuing insights that unlock opportunities. Learn more at http://www.Bernstein.com
To learn more about Our Purpose and What We Stand for, visit us at http://www.bernstein.com/our-story/overview.html
Tampa, Florida