AllianceBernstein ยท 10 hours ago
Private Wealth Associate
San Diego, CA
Full-time
Onsite
Entry Level
$70K/yr - $77K/yr
1+ years expAllianceBernstein is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. The Private Wealth Associate will collaborate with Financial Advisors to provide asset allocation recommendations, portfolio analytics, and wealth planning for clients, while also participating in a comprehensive development program to build investment knowledge and skills.
Asset ManagementFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
Strong analytical and communication skills (both written and verbal)
Ability to build relationships
Accomplished team players who thrive in a rigorous and challenging environment
Client-focused and detail-oriented
Strong ability to multi-task and work under pressure in a fast-paced atmosphere
Bachelor's degree with excellence in academics and strong leadership experience
Proficiency in Word and Excel
Preferred
1-2 years client service experience
Financial services industry experience
Candidates with licenses for required series exams (SIE, Series 7, and Series 63)
Benefits
Benefits
Commissions
Year-end incentive compensation
Other incentives
Company
AllianceBernstein
AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
1001-5000 employees
H1B Sponsorship
AllianceBernstein has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (38)
2024 (63)
2023 (92)
2022 (173)
2021 (160)
2020 (77)
Funding
Current Stage
Public CompanyTotal Funding
unknown1988-04-22IPO
Leadership Team
James Wallin
Senior Vice President
Andrew Chin
Chief AI Officer
Recent News
MarketScreener
2025-12-24
2025-12-21
2025-12-16
Company data provided by crunchbase