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AllianceBernstein

Private Wealth Associate

AllianceBernstein

Philadelphia, PA · Junior

Listed on AllianceBernstein’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

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. The full posting is on their site.

Skills this role names

Log in to see which of these are already on your profile.

What they ask for

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

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