Listed on AllianceBernstein’s own careers site. You apply with them directly — we never stand between you and the employer.
What this role is
A private wealth associate role supporting ultra-high-net-worth clients at an investment management firm. This suits candidates with financial services experience who want hands-on exposure to complex wealth management, estate planning, and senior advisory relationships while building credentials in the field.
Our summary, not AllianceBernstein’s wording. The full posting is on their site.
Skills this role names
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What they ask for
Required
- Bachelor's degree
- Two years of client service experience in wealth management or family office
- Proficiency in Microsoft Word and Excel
- Ability to work directly with clients and external advisors
- Strong analytical and written/verbal communication skills
Nice to have
- Series 7, Series 63, or SIE license (or willingness to obtain with company sponsorship)
- CFA, CFP, or CPWA designation (or enrollment in pursuit)
- Fluency in Spanish, Portuguese, or Mandarin in addition to English