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Private Wealth Associate Jobs
Company | AllianceBernstein |
Address | Washington, DC, United States |
Employment type | FULL_TIME |
Salary | |
Category | Investment Management |
Expires | 2023-07-07 |
Posted at | 11 months ago |
Position Overview
- 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
- Collaborate and network with senior professionals throughout the firm to fuel career success
- Strive to provide a world-class level of customer service and support
- Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
- A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience
- Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role
- Behavioral training geared toward the development of communication, leadership, and other professional skills
- In-depth industry training on proprietary investments, services, policies and procedures
- People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
- Accomplished team players who thrive in a rigorous and challenging environment
- Individuals who have a bachelor's degree with excellence in academics and strong leadership experience
- Proficiency in Word and Excel are required
- Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
- 1-2 years client service experience, financial services industry experience a plus
- The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus
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