Private Wealth Associate jobs in United States
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Bernstein Private Wealth Management · 1 day ago

Private Wealth Associate

positionNew York, NY
timeFull-time
remoteOnsite
seniorityEntry Level
money$80K/yr - $86K/yr
date1+ years exp

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. They are seeking a Private Wealth Associate to collaborate with Financial Advisors in providing asset allocation recommendations, portfolio analytics, and wealth planning for clients. This role emphasizes exceptional communication and relationship-building skills to enhance client service and support.

ConsultingFinancial Services
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H1B Sponsor Likelynote

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

Analytical skillsCommunication skillsClient service experienceWordExcelMulti-taskingDetail-orientedTeam playerLeadership experience

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
Individuals who are 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 a plus
Candidates with licenses are a plus

Benefits

Health insurance coverage
An employee wellness program
Life and disability insurance
A retirement savings plan
Paid holidays
Sick and vacation time off

Company

Bernstein Private Wealth Management

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Bernstein has focused squarely on research and investment management.
dateFounded in 1967
location
New York, New York, USA
people-size1001-5000 employees
web-link
https://www.bernstein.com/

H1B Sponsorship

Bernstein Private Wealth Management 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 (45)
2024 (63)
2023 (92)
2022 (173)
2021 (160)
2020 (77)

Funding

Current Stage
Late Stage

Leadership Team

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Aaron Bates
SVP, Head of Ultrahigh-Net-Worth & Growth Strategies
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Craig Storch
Senior Vice President | Senior Managing Director - Growth Strategies
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