'Canes, are you interested in connecting with UM students and alumni for mentorship and networking? Join Cane2Cane!

Skip to main nav
  • Guests
  • Log in
  • Sign up
Toppel Career Center LogoUniversity of Miami | Toppel Career Center
Alumni Career Corner
Skip to content
  • Resources
    • Career Tools
    • News & Advice
    • Resume Scanner
  • Career Coaches
  • Featured Jobs + Employers
  • Mentoring + Networking
  • Events
  • Industry Clusters
    • Agriculture, Food & Natural Resources
    • Architecture & Construction
    • Arts, Audio/Video Technology & Communications
    • Business Management & Administration
    • Education & Training
    • Entrepreneurship
    • Finance & Real Estate
    • Government & Public Administration
    • Health Science
    • Hospitality & Tourism
    • Human Services
    • Information Technology
    • Law, Public Safety, Corrections & Security
    • Sports & Marketing
    • Science, Technology, Engineering, & Mathematics
  • Contact Us
    • Get Involved
    • Contact Information
    • Social: What’s Happening

Bernstein Private Wealth Management


www.bernstein.com

Jobs

Private Client Associate

  • Share This: Share on TwitterShare on LinkedinShare on Facebook
  • Copy Link
Posted on: February 1, 2021 Apply Now
Expires August 31, 2022

Job Description

We are looking for a Private Wealth Associate to work in a client facing role with a team of Financial Advisors for Bernstein Private Wealth Management. This role will require candidates to build upon their current skill set and will provide unparalleled immersion into all aspects of the wealth management industry. This is an exciting and challenging opportunity to partner with Financial Advisors to provide all aspects of client servicing including asset allocation advice, portfolio analytics, Trust & Estate Planning, Retirement Planning, and Core/Discretionary Planning for high net worth clients and prospects.

A Private Wealth Associate will:

· 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

· Partner with team members to accomplish a common goal of providing exceptional service

· Interact with clients to support all aspects of their servicing needs related to the management of their relationship

· Interact and network with senior professionals throughout the firm to fuel career success

Private Wealth Associates will participate in a comprehensive and robust three-phase training program, spanning approximately three years. The Associate Development Program (ADP) will enable Associates to build a foundation of knowledge and develop skills needed to achieve client service excellence and fuel success as a financial professional. Curriculum will be delivered both in a formal classroom and on the job setting. Content can include:

  • In-depth industry training, as well as on proprietary investments, services, policies and procedures
  • Advanced training on trusts & estates, wealth planning analytics, investment management philosophies, and financial management strategies
  • A focus on client service excellence, partnership and sales training in order to strengthen the 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

Job Qualifications

The ideal candidate should have a Bachelor’s Degree in business, finance or economics with excellence in academics and strong leadership experience. Candidates should either have two years of industry experience or be a recent college graduate with relevant internships.

We are looking for accomplished team players who seek a rigorous and challenging environment for their career development. Candidates should be client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere. They should also possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships. Proficiency in Word and Excel are required.

Desired Qualifications

1-2 years client service experience. Bernstein will sponsor required series exams, including SIE and Series 7.

Department Description

Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein’s integrated approach allows the firm to tailor each client’s portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on AB’s deep research expertise across asset classes and geographies.

Location

Miami, FL

Apply Now

Upcoming Events

  • March
    02
    Federal Reserve Board, Career & Internship Webinar – All Majors 1 - University of Miami
    Tue, Mar 2 at 5pm - 7pm
  • 02
    Amazon Tempe - SDE Spotlight
    Tue, Mar 2 at 5pm - 6pm
  • 04
    Federal Reserve Board, Career & Internship Webinar – All Majors 2 - University of Miami
    Thu, Mar 4 at 3pm - 5pm
  • 04
    Virtual Healthcare Career Fair 2021
    Thu, Mar 4 at 4pm - 7pm
  • 05
    Virtual Architecture Career Fair 2021
    Fri, Mar 5 at 1pm - 5pm
View More
   

JOBSCAN

The more effectively you can tailor your resume for a specific job, the better your chances are. Easily optimize your resume by completing a scan below. By scanning and comparing your resume versus any job description Jobscan will give you an instant analysis of how well your resume is tailored for a particular job and how it can be even better optimized for an applicant tracking system (ATS). To start, paste in the text of your resume then paste the text of the job posting you’re interested in, and press Scan.

         
University of Miami Toppel Career Center
Alumni Career Corner
TwitterFacebookLinkedInInstagramYouTube
Toppel Career Center
5225 Ponce De Leon Blvd.
Coral Gables, FL 33146
(305) 284-5451
hireacane@miami.edu
Privacy Policy | Terms of Service
Copyright © 2021 University of Miami Toppel Career Center
Powered by uConnect