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Private Wealth Associate
AllianceBernstein
Philadelphia, USA
Full-time
Junior · 1–2 years experience
Onsite
Discovered 2 weeks ago
Full Job Posting
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
- Philadelphia, Pennsylvania
About AllianceBernstein
Asset & Wealth Management4468 employeesFounded 1967
Public global investment manager providing research and asset-management services to institutional, retail, and private-wealth clients.
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