# Private Wealth Associate

Hiring organization: [AllianceBernstein](https://career.thegoodapps.co/organizations/alliancebernstein)

Canonical page: https://career.thegoodapps.co/jobs/62075672-0591-44f9-bc96-1281231001d6

Listed on AllianceBernstein's own careers site. Applications go to them directly.

- Seniority: Junior
- Location: Philadelphia, PA

## Summary

This role supports financial advisors at a wealth management firm by providing portfolio analysis, client service, and administrative support to high-net-worth clients. It suits detail-oriented professionals seeking structured training in investment management and wealth planning with clear advancement opportunities.

_Our summary, not AllianceBernstein's wording._

## Skills named

Microsoft Excel, Microsoft Word

## Required

- Bachelor's degree
- Strong analytical skills
- Written and verbal communication skills
- Relationship-building ability
- Client-focused mindset
- Detail-oriented
- Ability to multitask under pressure
- Proficiency in Word and Excel

## Nice to have

- 1-2 years client service experience
- Financial services industry experience
- Series 7 license
- Series 63 license
- SIE license

Apply on AllianceBernstein's site: https://abglobal.wd1.myworkdayjobs.com/en-US/alliancebernsteincareers/job/Philadelphia-Pennsylvania/Private-Wealth-Associate_R0019501