Private Wealth Associate jobs in United States
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AllianceBernstein ยท 22 hours ago

Private Wealth Associate

positionLos Angeles, CA
timeFull-time
remoteOnsite
seniorityEntry Level
money$76K/yr - $82K/yr
date1+ years exp

AllianceBernstein is a premier investment management firm advising high-net-worth clients. The Private Wealth Associate role focuses on client service and collaboration with Financial Advisors to provide asset allocation recommendations and wealth planning for clients.

Asset ManagementFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Collaborate and network with senior professionals throughout the firm to fuel career success
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
Strive to provide a world-class level of customer service and support

Qualification

Analytical skillsClient service experienceCommunication skillsExcelWordMulti-taskingTeam playerDetail-orientedLeadership experienceFast-paced environment

Required

Strong analytical and communication skills (both written and verbal)
Ability to build relationships
Accomplished team players who thrive in a rigorous and challenging environment
Individuals who are client-focused and detail-oriented
Strong ability to multi-task and work under pressure in a fast-paced atmosphere
Bachelor's degree with excellence in academics and strong leadership experience
Proficiency in Word and Excel

Preferred

1-2 years client service experience, financial services industry experience a plus
Candidates with licenses are a plus

Benefits

Benefits
Commissions
Year-end incentive compensation
Other incentives

Company

AllianceBernstein

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AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
dateFounded in 1967
location
New York, New York, USA
people-size1001-5000 employees
web-link
http://www.alliancebernstein.com

H1B Sponsorship

AllianceBernstein has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (38)
2024 (63)
2023 (92)
2022 (173)
2021 (160)
2020 (77)

Funding

Current Stage
Public Company
Total Funding
unknown
1988-04-22IPO

Leadership Team

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James Wallin
Senior Vice President
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Andrew Chin
Chief AI Officer
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Recent News

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2025-12-16
Company data provided by crunchbase