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Private Wealth Associate (Remote, Night Shift, Full-Time) - $30/Hour

Remote · USA Full-time New today

Join a team that's making a tangible difference in the lives of high-net-worth individuals and families. As a Private Wealth Associate at Alliance Bernstein, you will have the opportunity to work with a premier investment management firm and be part of a vibrant community that values excellence and client satisfaction. This role requires a strong and diverse skillset, including analytical, communication, and relationship-building skills, to drive success and provide exceptional client service.

We offer a competitive compensation package, with a salary of $30/hour, as well as a comprehensive development program designed to build a foundation of investment knowledge and foster the quantitative and qualitative skills expected to achieve long-term stability and success.

Job Responsibilities:

As a Private Wealth Associate, you will:

  • Collaborate with Wealth Advisors to provide resource allocation recommendations, capital markets positioning, portfolio analytics, and wealth and heritage planning for high-net-worth individuals and families.
  • Build relationships with clients and prospective clients to understand and meet their servicing needs.
  • Provide an elite level of customer service and support.
  • Team up and network with senior professionals throughout the firm to fuel career achievement.

Our Comprehensive Development Program:

The Associate Development Program (ADP) is a rigorous and comprehensive training program designed to build a foundation of investment knowledge and foster the quantitative and qualitative skills expected to achieve long-term stability and success. The program includes:

  • In-depth industry training on proprietary investments, services, policies, and methodology.
  • High-level training on trusts and estates, wealth planning, investment management philosophies, and financial management strategies.
  • Emphasis on client service excellence, partnership, and sales training to provide an exceptional client experience.
  • Behavioral training intended for 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.

Work Qualifications:

We are seeking individuals who:

  • Have solid analytical and communication skills (both written and verbal) and an ability to build relationships.
  • Are accomplished team players who thrive in a rigorous and challenging environment.
  • Are client-centered and detail-oriented with a strong ability to multi-task and work under pressure in a fast-moving environment.
  • Have a bachelor's degree with excellence in academics and solid leadership experience.
  • Are proficient in Word and Excel.

Desired Qualifications:

Preferred candidates will have:

  • 1-2 years of client service experience, financial services industry experience, or more.
  • Relevant licenses, such as SIE, Series 7, and Series 63 (or willingness to obtain).

About AB Benefits:

As a leading hospitality organization, Alliance Bernstein offers a range of benefits to its employees, including:

  • Medical, dental, and vision insurance coverage.
  • Retirement plans, such as 401(k) or other benefits plans.
  • Paid time off, including vacation days, holidays, and other paid time options.
  • Employee discounts on company services and products.
  • Training and development opportunities for career advancement.
  • Wellness programs to promote employee health and well-being.
  • Employee assistance programs (EAP) for support with personal or professional challenges.
  • Recognition and rewards programs for outstanding performance.
  • Flexible work arrangements, including remote work options.

Your Future Starts Here

Don't miss out on this exciting opportunity to join our team as a Private Wealth Associate. Apply now and take the first step towards a rewarding and challenging career with Alliance Bernstein.

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